Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.54%
3 year
12.84%
5 year
5.30%
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.)
19.04%
Sharpe
0.64
Sortino
1.15
Max drawdown
-31.44%
Best month
18.13%
Worst month
-23.17%
Beta vs VTSAX
1.30
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.