Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.85%
3 year
13.29%
5 year
11.73%
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.)
11.74%
Sharpe
1.11
Sortino
1.99
Max drawdown
-16.58%
Best month
15.18%
Worst month
-8.93%
Beta vs VTSAX
0.81
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.