Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.45%
3 year
20.83%
5 year
10.08%
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.)
13.21%
Sharpe
1.48
Sortino
2.86
Max drawdown
-29.10%
Best month
14.51%
Worst month
-17.34%
Beta vs VTSAX
1.08
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.