Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.33%
3 year
12.14%
5 year
8.80%
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.)
8.73%
Sharpe
1.48
Sortino
2.82
Max drawdown
-19.80%
Best month
9.18%
Worst month
-13.21%
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.