Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.38%
3 year
9.13%
5 year
7.38%
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.)
16.56%
Sharpe
0.61
Sortino
1.07
Max drawdown
-32.34%
Best month
16.08%
Worst month
-23.07%
Beta vs VTSAX
1.14
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.