Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.96%
3 year
10.73%
5 year
7.82%
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.)
9.50%
Sharpe
1.23
Sortino
2.27
Max drawdown
-20.19%
Best month
12.79%
Worst month
-13.23%
Beta vs VTSAX
0.67
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.