Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.72%
3 year
11.39%
5 year
4.56%
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.)
8.61%
Sharpe
1.41
Sortino
2.60
Max drawdown
-21.11%
Best month
8.07%
Worst month
-10.29%
Beta vs VTSAX
0.65
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.