Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.29%
3 year
10.12%
5 year
4.41%
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.)
7.11%
Sharpe
1.49
Sortino
2.86
Max drawdown
-19.73%
Best month
7.37%
Worst month
-9.52%
Beta vs VTSAX
0.51
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.