Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.57%
3 year
17.88%
5 year
10.05%
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.)
11.97%
Sharpe
1.48
Sortino
2.86
Max drawdown
-27.03%
Best month
12.29%
Worst month
-10.72%
Beta vs VTSAX
0.95
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.