Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.03%
3 year
9.91%
5 year
4.57%
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.)
6.42%
Sharpe
1.61
Sortino
3.19
Max drawdown
-18.00%
Best month
6.61%
Worst month
-9.06%
Beta vs VTSAX
0.45
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.