Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.58%
3 year
23.82%
5 year
9.81%
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.)
15.82%
Sharpe
1.22
Sortino
2.26
Max drawdown
-33.73%
Best month
14.81%
Worst month
-10.67%
Beta vs VTSAX
1.19
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.