Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.47%
3 year
29.88%
5 year
11.59%
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.)
15.00%
Sharpe
1.73
Sortino
3.60
Max drawdown
-34.90%
Best month
15.79%
Worst month
-13.17%
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.