Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.04%
3 year
15.79%
5 year
12.00%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
73 months through Feb. 28, 2026Volatility (ann.)
10.35%
Sharpe
1.69
Sortino
3.15
Max drawdown
-19.59%
Best month
10.74%
Worst month
-10.49%
Beta vs VTSAX
0.80
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.