Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.93%
3 year
6.61%
5 year
7.43%
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.)
12.02%
Sharpe
0.86
Sortino
1.37
Max drawdown
-26.66%
Best month
13.66%
Worst month
-14.89%
Beta vs VTSAX
0.72
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.