Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.44%
3 year
14.55%
5 year
6.77%
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.)
9.85%
Sharpe
1.52
Sortino
2.98
Max drawdown
-25.05%
Best month
10.74%
Worst month
-12.46%
Beta vs VTSAX
0.76
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.