Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.02%
3 year
15.94%
5 year
4.46%
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.)
14.81%
Sharpe
0.94
Sortino
1.65
Max drawdown
-31.15%
Best month
16.96%
Worst month
-12.28%
Beta vs VTSAX
1.06
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.