Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.17%
3 year
16.92%
5 year
10.36%
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.)
11.99%
Sharpe
1.23
Sortino
2.41
Max drawdown
-26.09%
Best month
12.12%
Worst month
-11.36%
Beta vs VTSAX
0.95
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.