Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.76%
3 year
8.63%
5 year
7.43%
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.)
18.19%
Sharpe
0.50
Sortino
0.88
Max drawdown
-36.76%
Best month
16.15%
Worst month
-25.29%
Beta vs VTSAX
1.21
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.