Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.27%
3 year
12.51%
5 year
11.94%
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.)
17.38%
Sharpe
0.85
Sortino
1.54
Max drawdown
-34.98%
Best month
15.74%
Worst month
-24.68%
Beta vs VTSAX
1.11
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.