Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.97%
3 year
13.38%
5 year
5.85%
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.)
8.05%
Sharpe
1.67
Sortino
3.30
Max drawdown
-22.44%
Best month
8.31%
Worst month
-10.90%
Beta vs VTSAX
0.63
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.