Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.85%
3 year
14.21%
5 year
7.98%
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.)
10.35%
Sharpe
1.45
Sortino
2.83
Max drawdown
-24.76%
Best month
10.26%
Worst month
-13.69%
Beta vs VTSAX
0.79
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.