Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.98%
3 year
11.50%
5 year
9.90%
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
1.23
Sortino
2.26
Max drawdown
-19.30%
Best month
10.48%
Worst month
-12.23%
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.