Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.06%
3 year
9.76%
5 year
7.31%
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.)
10.34%
Sharpe
0.87
Sortino
1.66
Max drawdown
-23.71%
Best month
12.24%
Worst month
-9.08%
Beta vs VTSAX
0.75
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.