Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.05%
3 year
11.38%
5 year
9.09%
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.)
13.14%
Sharpe
0.95
Sortino
1.72
Max drawdown
-26.96%
Best month
14.49%
Worst month
-18.09%
Beta vs VTSAX
0.95
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.