Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.22%
3 year
11.45%
5 year
7.55%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
20.94%
Sharpe
0.56
Sortino
0.99
Max drawdown
-27.38%
Best month
18.88%
Worst month
-22.07%
Beta vs VTSAX
1.43
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.