Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.92%
3 year
15.12%
5 year
12.44%
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.)
11.50%
Sharpe
1.55
Sortino
2.96
Max drawdown
-26.39%
Best month
14.27%
Worst month
-16.59%
Beta vs VTSAX
0.78
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.