Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.47%
3 year
15.31%
5 year
9.22%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
21.33%
Sharpe
0.63
Sortino
1.14
Max drawdown
-32.06%
Best month
16.39%
Worst month
-28.69%
Beta vs VTSAX
1.28
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.