Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.73%
3 year
9.75%
5 year
6.39%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
11.79%
Sharpe
0.79
Sortino
1.37
Max drawdown
-19.17%
Best month
9.34%
Worst month
-12.70%
Beta vs VTSAX
0.83
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.