Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.10%
3 year
22.86%
5 year
9.96%
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.)
13.93%
Sharpe
1.28
Sortino
2.58
Max drawdown
-35.21%
Best month
15.14%
Worst month
-12.98%
Beta vs VTSAX
1.02
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.