Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.00%
3 year
17.14%
5 year
8.26%
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.)
11.06%
Sharpe
1.59
Sortino
3.22
Max drawdown
-26.56%
Best month
11.68%
Worst month
-13.69%
Beta vs VTSAX
0.88
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.