Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.63%
3 year
13.92%
5 year
12.01%
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.)
12.85%
Sharpe
1.17
Sortino
2.13
Max drawdown
-31.57%
Best month
17.45%
Worst month
-20.55%
Beta vs VTSAX
0.89
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.