Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.73%
3 year
10.93%
5 year
10.75%
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.)
11.81%
Sharpe
1.22
Sortino
2.16
Max drawdown
-22.86%
Best month
11.37%
Worst month
-12.37%
Beta vs VTSAX
0.72
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.