Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.73%
3 year
11.58%
5 year
8.25%
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.)
8.74%
Sharpe
1.41
Sortino
2.65
Max drawdown
-19.84%
Best month
9.22%
Worst month
-13.18%
Beta vs VTSAX
0.66
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.