Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.66%
3 year
14.54%
5 year
11.04%
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.)
10.34%
Sharpe
1.71
Sortino
3.41
Max drawdown
-18.96%
Best month
11.35%
Worst month
-9.42%
Beta vs VTSAX
0.69
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.