Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.51%
3 year
19.35%
5 year
9.59%
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
72 months through Feb. 28, 2026Volatility (ann.)
14.13%
Sharpe
1.55
Sortino
3.18
Max drawdown
-26.73%
Best month
12.59%
Worst month
-13.18%
Beta vs VTSAX
1.05
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.