Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.45%
3 year
5.67%
5 year
5.15%
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.)
12.78%
Sharpe
0.61
Sortino
1.00
Max drawdown
-19.00%
Best month
11.22%
Worst month
-8.99%
Beta vs VTSAX
0.57
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.