Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.58%
3 year
8.75%
5 year
3.91%
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.)
6.17%
Sharpe
1.53
Sortino
2.98
Max drawdown
-16.70%
Best month
6.32%
Worst month
-8.80%
Beta vs VTSAX
0.41
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.