Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.82%
3 year
17.44%
5 year
13.59%
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.)
11.03%
Sharpe
1.79
Sortino
3.56
Max drawdown
-27.21%
Best month
12.98%
Worst month
-17.45%
Beta vs VTSAX
0.81
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.