Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.61%
3 year
25.23%
5 year
9.05%
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.)
16.97%
Sharpe
1.12
Sortino
2.20
Max drawdown
-35.09%
Best month
15.09%
Worst month
-12.48%
Beta vs VTSAX
1.24
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.