Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.13%
3 year
9.34%
5 year
7.45%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
10.93%
Sharpe
0.98
Sortino
1.70
Max drawdown
-19.29%
Best month
9.99%
Worst month
-11.63%
Beta vs VTSAX
0.70
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.