Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.87%
3 year
24.92%
5 year
15.20%
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.)
12.16%
Sharpe
1.89
Sortino
4.03
Max drawdown
-25.71%
Best month
12.56%
Worst month
-14.28%
Beta vs VTSAX
0.99
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.