Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.36%
3 year
10.71%
5 year
4.48%
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.)
6.16%
Sharpe
1.75
Sortino
3.51
Max drawdown
-18.03%
Best month
6.10%
Worst month
-8.39%
Beta vs VTSAX
0.47
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.