Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.65%
3 year
13.99%
5 year
12.77%
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.)
12.51%
Sharpe
1.38
Sortino
2.68
Max drawdown
-29.28%
Best month
15.23%
Worst month
-17.60%
Beta vs VTSAX
0.75
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.