Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.40%
3 year
4.49%
5 year
1.28%
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.)
12.32%
Sharpe
0.48
Sortino
0.79
Max drawdown
-25.29%
Best month
8.64%
Worst month
-19.16%
Beta vs VTSAX
0.63
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.