Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.39%
3 year
10.13%
5 year
4.40%
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.)
6.70%
Sharpe
1.55
Sortino
3.02
Max drawdown
-18.24%
Best month
6.25%
Worst month
-9.12%
Beta vs VTSAX
0.49
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.