Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.60%
3 year
10.83%
5 year
7.25%
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.)
17.62%
Sharpe
0.57
Sortino
1.03
Max drawdown
-37.72%
Best month
17.85%
Worst month
-27.28%
Beta vs VTSAX
1.17
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.