Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.52%
3 year
5.68%
5 year
2.44%
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.)
12.33%
Sharpe
0.58
Sortino
0.98
Max drawdown
-23.72%
Best month
8.79%
Worst month
-19.05%
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.