Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.82%
3 year
26.12%
5 year
9.16%
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.)
16.84%
Sharpe
1.21
Sortino
2.18
Max drawdown
-36.33%
Best month
15.95%
Worst month
-16.27%
Beta vs VTSAX
1.27
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.