Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.75%
3 year
13.95%
5 year
11.29%
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.)
11.54%
Sharpe
1.43
Sortino
2.68
Max drawdown
-26.54%
Best month
14.15%
Worst month
-16.66%
Beta vs VTSAX
0.78
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.