Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.01%
3 year
12.52%
5 year
10.79%
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
1.45
Sortino
2.74
Max drawdown
-22.67%
Best month
12.00%
Worst month
-12.80%
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.