Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.63%
3 year
20.58%
5 year
11.52%
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.)
11.30%
Sharpe
1.80
Sortino
3.84
Max drawdown
-25.63%
Best month
10.93%
Worst month
-14.28%
Beta vs VTSAX
0.90
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.