Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.99%
3 year
13.48%
5 year
11.69%
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.)
15.61%
Sharpe
0.92
Sortino
1.68
Max drawdown
-28.70%
Best month
15.87%
Worst month
-20.42%
Beta vs VTSAX
1.04
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.