Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.53%
3 year
7.40%
5 year
5.17%
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.)
15.80%
Sharpe
0.53
Sortino
0.90
Max drawdown
-20.76%
Best month
10.90%
Worst month
-17.27%
Beta vs VTSAX
1.03
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.