Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.22%
3 year
7.16%
5 year
3.89%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
12.16%
Sharpe
0.73
Sortino
1.34
Max drawdown
-17.52%
Best month
8.36%
Worst month
-6.59%
Beta vs VTSAX
0.80
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.