Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.87%
3 year
9.27%
5 year
7.24%
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.)
11.34%
Sharpe
1.13
Sortino
1.88
Max drawdown
-21.19%
Best month
9.67%
Worst month
-10.96%
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.