Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.69%
3 year
12.39%
5 year
5.85%
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.)
8.41%
Sharpe
1.52
Sortino
2.98
Max drawdown
-21.23%
Best month
8.37%
Worst month
-11.19%
Beta vs VTSAX
0.64
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.