Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.86%
3 year
5.13%
5 year
1.89%
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.)
14.99%
Sharpe
0.50
Sortino
0.82
Max drawdown
-31.60%
Best month
10.61%
Worst month
-22.16%
Beta vs VTSAX
0.78
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.