Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.05%
3 year
20.86%
5 year
12.61%
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.)
12.08%
Sharpe
1.56
Sortino
2.97
Max drawdown
-25.14%
Best month
12.78%
Worst month
-11.61%
Beta vs VTSAX
0.96
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.