Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.36%
3 year
6.51%
5 year
7.16%
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.)
17.23%
Sharpe
0.39
Sortino
0.66
Max drawdown
-34.47%
Best month
17.63%
Worst month
-23.04%
Beta vs VTSAX
1.07
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.