Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.53%
3 year
7.92%
5 year
5.64%
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.)
14.79%
Sharpe
0.65
Sortino
1.09
Max drawdown
-31.94%
Best month
10.01%
Worst month
-17.39%
Beta vs VTSAX
0.87
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.