Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.41%
3 year
11.89%
5 year
10.17%
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.)
10.72%
Sharpe
1.39
Sortino
2.59
Max drawdown
-22.78%
Best month
11.95%
Worst month
-12.85%
Beta vs VTSAX
0.72
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.