Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.25%
3 year
13.65%
5 year
8.76%
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
69 months through Feb. 28, 2026Volatility (ann.)
8.24%
Sharpe
1.90
Sortino
3.65
Max drawdown
-17.60%
Best month
7.62%
Worst month
-7.00%
Beta vs VTSAX
0.62
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.