Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.16%
3 year
9.34%
5 year
6.93%
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.)
18.73%
Sharpe
0.56
Sortino
1.01
Max drawdown
-36.21%
Best month
16.57%
Worst month
-25.10%
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.