Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.71%
3 year
16.63%
5 year
5.10%
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.)
14.82%
Sharpe
0.98
Sortino
1.74
Max drawdown
-30.68%
Best month
17.02%
Worst month
-12.22%
Beta vs VTSAX
1.06
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.