Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.68%
3 year
15.22%
5 year
11.31%
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.)
9.90%
Sharpe
1.73
Sortino
3.37
Max drawdown
-25.39%
Best month
11.43%
Worst month
-14.83%
Beta vs VTSAX
0.77
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.