Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.39%
3 year
11.13%
5 year
4.88%
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.)
7.86%
Sharpe
1.47
Sortino
2.82
Max drawdown
-21.79%
Best month
8.83%
Worst month
-10.69%
Beta vs VTSAX
0.58
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.