Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.40%
3 year
11.46%
5 year
8.20%
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.)
12.99%
Sharpe
1.00
Sortino
1.79
Max drawdown
-26.40%
Best month
14.84%
Worst month
-19.03%
Beta vs VTSAX
0.93
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.