Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.20%
3 year
10.97%
5 year
7.62%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
63 months through Feb. 28, 2026Volatility (ann.)
7.72%
Sharpe
1.49
Sortino
2.88
Max drawdown
-11.34%
Best month
5.57%
Worst month
-5.37%
Beta vs VTSAX
0.54
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.