Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.48%
3 year
10.02%
5 year
8.86%
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.)
14.88%
Sharpe
0.79
Sortino
1.37
Max drawdown
-30.06%
Best month
13.11%
Worst month
-20.66%
Beta vs VTSAX
1.04
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.