Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.23%
3 year
16.12%
5 year
8.17%
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
80 months through Feb. 28, 2026Volatility (ann.)
11.19%
Sharpe
1.49
Sortino
2.99
Max drawdown
-25.64%
Best month
12.14%
Worst month
-15.00%
Beta vs VTSAX
0.88
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.