Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.51%
3 year
10.28%
5 year
4.84%
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.)
7.41%
Sharpe
1.48
Sortino
2.80
Max drawdown
-19.14%
Best month
7.48%
Worst month
-9.96%
Beta vs VTSAX
0.52
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.