Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.41%
3 year
15.83%
5 year
7.61%
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.)
10.37%
Sharpe
1.58
Sortino
3.16
Max drawdown
-25.82%
Best month
11.44%
Worst month
-13.26%
Beta vs VTSAX
0.81
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.