Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.38%
3 year
9.60%
5 year
7.16%
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.)
18.72%
Sharpe
0.58
Sortino
1.04
Max drawdown
-36.20%
Best month
16.57%
Worst month
-25.09%
Beta vs VTSAX
1.16
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.