Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.14%
3 year
14.43%
5 year
12.54%
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.)
12.87%
Sharpe
1.21
Sortino
2.23
Max drawdown
-31.49%
Best month
17.50%
Worst month
-20.54%
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.