Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.70%
3 year
18.34%
5 year
13.50%
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.)
11.06%
Sharpe
1.66
Sortino
3.31
Max drawdown
-21.46%
Best month
14.18%
Worst month
-9.92%
Beta vs VTSAX
0.85
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.