Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.76%
3 year
11.51%
5 year
7.99%
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.)
12.51%
Sharpe
0.93
Sortino
1.64
Max drawdown
-22.56%
Best month
10.39%
Worst month
-13.90%
Beta vs VTSAX
0.95
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.