Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.78%
3 year
14.23%
5 year
9.22%
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.)
7.50%
Sharpe
1.73
Sortino
3.79
Max drawdown
-16.63%
Best month
9.73%
Worst month
-9.55%
Beta vs VTSAX
0.58
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.