Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.41%
3 year
12.33%
5 year
6.03%
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.)
8.63%
Sharpe
1.51
Sortino
2.89
Max drawdown
-21.20%
Best month
8.17%
Worst month
-10.89%
Beta vs VTSAX
0.65
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.