Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.56%
3 year
10.50%
5 year
9.52%
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.)
11.10%
Sharpe
1.18
Sortino
2.14
Max drawdown
-23.88%
Best month
11.56%
Worst month
-14.74%
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.