Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.83%
3 year
10.48%
5 year
8.55%
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.)
18.91%
Sharpe
0.62
Sortino
1.10
Max drawdown
-35.95%
Best month
17.36%
Worst month
-26.63%
Beta vs VTSAX
1.20
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.