Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.43%
3 year
20.97%
5 year
12.95%
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.)
17.52%
Sharpe
0.90
Sortino
1.68
Max drawdown
-32.00%
Best month
16.21%
Worst month
-24.02%
Beta vs VTSAX
1.09
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.