Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.86%
3 year
10.69%
5 year
1.06%
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.)
18.85%
Sharpe
0.58
Sortino
0.93
Max drawdown
-42.82%
Best month
11.90%
Worst month
-15.60%
Beta vs VTSAX
1.39
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.