Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.23%
3 year
24.15%
5 year
12.96%
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.)
13.20%
Sharpe
1.54
Sortino
2.90
Max drawdown
-26.57%
Best month
13.81%
Worst month
-12.38%
Beta vs VTSAX
0.96
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.