Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.78%
3 year
26.45%
5 year
10.62%
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.)
14.99%
Sharpe
1.41
Sortino
2.78
Max drawdown
-35.71%
Best month
13.85%
Worst month
-13.28%
Beta vs VTSAX
1.12
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.