Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.34%
3 year
18.11%
5 year
11.18%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
73 months through Feb. 28, 2026Volatility (ann.)
12.30%
Sharpe
1.42
Sortino
2.66
Max drawdown
-21.50%
Best month
11.59%
Worst month
-8.42%
Beta vs VTSAX
0.99
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.