Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.25%
3 year
14.17%
5 year
9.32%
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.)
17.56%
Sharpe
0.81
Sortino
1.44
Max drawdown
-28.13%
Best month
14.95%
Worst month
-19.35%
Beta vs VTSAX
1.21
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.