Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.10%
3 year
10.47%
5 year
-0.94%
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.)
16.06%
Sharpe
0.57
Sortino
0.93
Max drawdown
-40.54%
Best month
17.15%
Worst month
-17.07%
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.