Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.12%
3 year
14.74%
5 year
6.19%
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
72 months through Feb. 28, 2026Volatility (ann.)
11.75%
Sharpe
1.18
Sortino
2.44
Max drawdown
-27.69%
Best month
9.55%
Worst month
-14.23%
Beta vs VTSAX
0.79
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.