Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.74%
3 year
23.13%
5 year
10.44%
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.)
13.22%
Sharpe
1.50
Sortino
2.93
Max drawdown
-32.48%
Best month
13.46%
Worst month
-11.78%
Beta vs VTSAX
1.06
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.