Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.88%
3 year
10.13%
5 year
4.35%
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.)
7.06%
Sharpe
1.51
Sortino
2.91
Max drawdown
-18.78%
Best month
6.56%
Worst month
-8.96%
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.