Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.38%
3 year
11.27%
5 year
5.02%
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.)
7.84%
Sharpe
1.50
Sortino
2.89
Max drawdown
-21.77%
Best month
8.85%
Worst month
-10.63%
Beta vs VTSAX
0.57
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.