Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.62%
3 year
12.44%
5 year
10.10%
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.)
11.96%
Sharpe
1.19
Sortino
2.20
Max drawdown
-24.68%
Best month
12.76%
Worst month
-14.69%
Beta vs VTSAX
0.86
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.