Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.17%
3 year
10.52%
5 year
4.52%
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.)
6.29%
Sharpe
1.71
Sortino
3.37
Max drawdown
-17.63%
Best month
5.70%
Worst month
-6.18%
Beta vs VTSAX
0.46
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.