Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.68%
3 year
30.44%
5 year
8.56%
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.)
17.07%
Sharpe
1.40
Sortino
2.78
Max drawdown
-42.35%
Best month
17.09%
Worst month
-15.66%
Beta vs VTSAX
1.26
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.