Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.70%
3 year
10.25%
5 year
8.67%
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.)
14.64%
Sharpe
1.14
Sortino
2.05
Max drawdown
-19.42%
Best month
10.40%
Worst month
-12.30%
Beta vs VTSAX
0.58
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.