Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.69%
3 year
28.39%
5 year
11.72%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
15.53%
Sharpe
1.57
Sortino
3.01
Max drawdown
-31.42%
Best month
12.08%
Worst month
-12.50%
Beta vs VTSAX
1.11
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.