Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.13%
3 year
16.40%
5 year
4.04%
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
76 months through Feb. 28, 2026Volatility (ann.)
17.37%
Sharpe
0.91
Sortino
1.60
Max drawdown
-34.39%
Best month
17.24%
Worst month
-16.63%
Beta vs VTSAX
1.29
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.