Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.42%
3 year
10.57%
5 year
4.97%
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.)
7.87%
Sharpe
1.40
Sortino
2.63
Max drawdown
-20.84%
Best month
7.24%
Worst month
-9.76%
Beta vs VTSAX
0.59
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.