Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.81%
3 year
15.06%
5 year
13.16%
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.)
12.86%
Sharpe
1.26
Sortino
2.35
Max drawdown
-31.41%
Best month
17.54%
Worst month
-20.53%
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.