Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.60%
3 year
19.45%
5 year
12.22%
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
62 months through Feb. 28, 2026Volatility (ann.)
12.61%
Sharpe
1.54
Sortino
3.14
Max drawdown
-21.84%
Best month
10.28%
Worst month
-9.53%
Beta vs VTSAX
1.01
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.