Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.76%
3 year
27.47%
5 year
9.46%
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.)
17.01%
Sharpe
1.36
Sortino
2.46
Max drawdown
-35.59%
Best month
15.33%
Worst month
-12.07%
Beta vs VTSAX
1.24
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.