Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.73%
3 year
4.92%
5 year
1.69%
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.)
14.93%
Sharpe
0.49
Sortino
0.79
Max drawdown
-31.79%
Best month
10.42%
Worst month
-22.13%
Beta vs VTSAX
0.78
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.