Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.38%
3 year
21.44%
5 year
12.98%
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.)
11.49%
Sharpe
1.76
Sortino
3.64
Max drawdown
-24.61%
Best month
12.72%
Worst month
-12.42%
Beta vs VTSAX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.