Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.38%
3 year
8.82%
5 year
-0.30%
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.)
18.19%
Sharpe
0.50
Sortino
0.79
Max drawdown
-37.52%
Best month
16.16%
Worst month
-16.41%
Beta vs VTSAX
1.34
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.