Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.58%
3 year
11.13%
5 year
9.53%
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.)
14.66%
Sharpe
1.21
Sortino
2.20
Max drawdown
-19.37%
Best month
10.46%
Worst month
-12.29%
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.