Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.95%
3 year
15.02%
5 year
4.35%
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.)
19.31%
Sharpe
0.75
Sortino
1.40
Max drawdown
-33.60%
Best month
15.72%
Worst month
-13.21%
Beta vs VTSAX
1.41
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.