Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.44%
3 year
18.55%
5 year
12.72%
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.)
10.88%
Sharpe
1.81
Sortino
3.40
Max drawdown
-21.78%
Best month
11.30%
Worst month
-11.71%
Beta vs VTSAX
0.85
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.