Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.37%
3 year
10.54%
5 year
6.98%
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.)
17.57%
Sharpe
0.55
Sortino
1.00
Max drawdown
-37.80%
Best month
17.77%
Worst month
-27.35%
Beta vs VTSAX
1.16
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.