Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.28%
3 year
13.66%
5 year
6.51%
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.)
8.05%
Sharpe
1.76
Sortino
3.56
Max drawdown
-19.90%
Best month
9.69%
Worst month
-12.88%
Beta vs VTSAX
0.63
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.