Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.60%
3 year
9.56%
5 year
6.37%
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.)
18.52%
Sharpe
0.49
Sortino
0.85
Max drawdown
-27.62%
Best month
16.58%
Worst month
-18.85%
Beta vs VTSAX
1.28
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.