Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.47%
3 year
17.51%
5 year
8.60%
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.)
11.07%
Sharpe
1.62
Sortino
3.29
Max drawdown
-26.33%
Best month
11.72%
Worst month
-13.81%
Beta vs VTSAX
0.88
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.