Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.40%
3 year
7.60%
5 year
8.24%
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.)
17.29%
Sharpe
0.45
Sortino
0.78
Max drawdown
-34.33%
Best month
17.72%
Worst month
-23.01%
Beta vs VTSAX
1.07
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.