Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.77%
3 year
10.10%
5 year
8.05%
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.)
11.33%
Sharpe
1.21
Sortino
2.05
Max drawdown
-21.03%
Best month
9.73%
Worst month
-10.88%
Beta vs VTSAX
0.70
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.