Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.80%
3 year
13.50%
5 year
6.23%
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.)
9.92%
Sharpe
1.41
Sortino
2.75
Max drawdown
-24.20%
Best month
10.30%
Worst month
-13.16%
Beta vs VTSAX
0.77
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.