Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.60%
3 year
12.44%
5 year
6.59%
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.)
14.46%
Sharpe
0.88
Sortino
1.67
Max drawdown
-26.25%
Best month
14.54%
Worst month
-17.80%
Beta vs VTSAX
1.09
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.