Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.07%
3 year
9.00%
5 year
5.85%
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.)
18.51%
Sharpe
0.46
Sortino
0.79
Max drawdown
-27.72%
Best month
16.54%
Worst month
-18.86%
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.