Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.28%
3 year
11.18%
5 year
10.20%
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.)
11.12%
Sharpe
1.25
Sortino
2.28
Max drawdown
-23.75%
Best month
11.59%
Worst month
-14.68%
Beta vs VTSAX
0.69
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.