Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.77%
3 year
9.73%
5 year
8.35%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
12.46%
Sharpe
0.98
Sortino
1.76
Max drawdown
-26.95%
Best month
24.62%
Worst month
-26.95%
Beta vs VTSAX
0.76
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.