Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.47%
3 year
11.93%
5 year
6.05%
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.)
9.14%
Sharpe
1.37
Sortino
2.60
Max drawdown
-23.26%
Best month
8.81%
Worst month
-12.39%
Beta vs VTSAX
0.70
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.