Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.32%
3 year
28.60%
5 year
10.48%
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.)
14.99%
Sharpe
1.65
Sortino
3.37
Max drawdown
-35.40%
Best month
15.66%
Worst month
-13.23%
Beta vs VTSAX
1.10
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.