Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.36%
3 year
10.75%
5 year
-0.70%
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.)
16.09%
Sharpe
0.59
Sortino
0.96
Max drawdown
-40.39%
Best month
17.20%
Worst month
-17.03%
Beta vs VTSAX
1.19
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.