Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.22%
3 year
11.94%
5 year
9.00%
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.)
9.47%
Sharpe
1.36
Sortino
2.58
Max drawdown
-19.93%
Best month
12.85%
Worst month
-13.17%
Beta vs VTSAX
0.67
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.