Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.22%
3 year
22.97%
5 year
10.06%
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.)
13.94%
Sharpe
1.29
Sortino
2.60
Max drawdown
-35.16%
Best month
15.16%
Worst month
-12.96%
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.