Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.63%
3 year
11.85%
5 year
2.30%
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.)
15.08%
Sharpe
0.68
Sortino
1.24
Max drawdown
-34.22%
Best month
12.38%
Worst month
-14.19%
Beta vs VTSAX
1.15
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.