Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.08%
3 year
14.73%
5 year
7.36%
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.)
9.98%
Sharpe
1.53
Sortino
3.06
Max drawdown
-23.56%
Best month
10.44%
Worst month
-13.09%
Beta vs VTSAX
0.77
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.