Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.50%
3 year
24.22%
5 year
14.20%
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.)
11.95%
Sharpe
1.86
Sortino
4.10
Max drawdown
-23.41%
Best month
13.20%
Worst month
-11.38%
Beta vs VTSAX
0.96
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.