Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.21%
3 year
15.09%
5 year
7.22%
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
80 months through Feb. 28, 2026Volatility (ann.)
11.20%
Sharpe
1.40
Sortino
2.76
Max drawdown
-26.26%
Best month
12.05%
Worst month
-15.10%
Beta vs VTSAX
0.87
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.