Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.19%
3 year
19.38%
5 year
8.70%
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.)
13.19%
Sharpe
1.37
Sortino
2.60
Max drawdown
-29.98%
Best month
14.30%
Worst month
-17.38%
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.