Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.25%
3 year
10.55%
5 year
8.47%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
67 months through Feb. 28, 2026Volatility (ann.)
11.37%
Sharpe
1.24
Sortino
2.13
Max drawdown
-19.86%
Best month
9.65%
Worst month
-8.59%
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.