Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.88%
3 year
9.99%
5 year
7.08%
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.)
19.13%
Sharpe
0.52
Sortino
0.93
Max drawdown
-32.63%
Best month
18.15%
Worst month
-22.35%
Beta vs VTSAX
1.24
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.