Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.56%
3 year
8.46%
5 year
5.32%
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.)
18.50%
Sharpe
0.43
Sortino
0.74
Max drawdown
-27.84%
Best month
16.53%
Worst month
-18.92%
Beta vs VTSAX
1.27
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.