Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.95%
3 year
23.35%
5 year
10.63%
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.)
13.23%
Sharpe
1.52
Sortino
2.96
Max drawdown
-32.40%
Best month
13.47%
Worst month
-11.76%
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.