Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.72%
3 year
13.69%
5 year
11.98%
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.)
11.81%
Sharpe
1.33
Sortino
2.53
Max drawdown
-27.41%
Best month
13.68%
Worst month
-17.14%
Beta vs VTSAX
0.80
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.