Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.67%
3 year
12.60%
5 year
11.72%
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.)
13.92%
Sharpe
0.99
Sortino
1.78
Max drawdown
-38.29%
Best month
19.03%
Worst month
-25.50%
Beta vs VTSAX
0.90
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.