Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.39%
3 year
19.34%
5 year
11.89%
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.)
11.80%
Sharpe
1.48
Sortino
2.96
Max drawdown
-23.38%
Best month
13.52%
Worst month
-12.57%
Beta vs VTSAX
0.95
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.