Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.70%
3 year
9.28%
5 year
11.06%
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.)
10.96%
Sharpe
1.22
Sortino
2.20
Max drawdown
-16.48%
Best month
11.26%
Worst month
-16.48%
Beta vs VTSAX
0.58
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.