Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.22%
3 year
13.73%
5 year
8.53%
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.)
16.66%
Sharpe
0.95
Sortino
1.67
Max drawdown
-30.93%
Best month
17.27%
Worst month
-22.84%
Beta vs VTSAX
1.22
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.