Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.95%
3 year
14.40%
5 year
9.92%
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.)
15.63%
Sharpe
0.91
Sortino
1.72
Max drawdown
-27.21%
Best month
13.14%
Worst month
-19.29%
Beta vs VTSAX
1.12
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.