Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.74%
3 year
8.01%
5 year
2.45%
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.)
7.21%
Sharpe
1.24
Sortino
2.16
Max drawdown
-18.90%
Best month
6.09%
Worst month
-6.54%
Beta vs VTSAX
0.50
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.