Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.56%
3 year
10.27%
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.)
7.14%
Sharpe
1.51
Sortino
2.90
Max drawdown
-19.57%
Best month
7.40%
Worst month
-9.58%
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.