Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.70%
3 year
9.67%
5 year
3.49%
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.)
6.29%
Sharpe
1.60
Sortino
3.11
Max drawdown
-18.34%
Best month
5.64%
Worst month
-5.89%
Beta vs VTSAX
0.44
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.