Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.74%
3 year
12.35%
5 year
9.66%
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.)
12.60%
Sharpe
1.25
Sortino
2.38
Max drawdown
-25.12%
Best month
13.87%
Worst month
-15.47%
Beta vs VTSAX
0.84
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.