Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.47%
3 year
11.62%
5 year
9.44%
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.)
16.84%
Sharpe
0.78
Sortino
1.43
Max drawdown
-36.13%
Best month
13.82%
Worst month
-25.40%
Beta vs VTSAX
1.11
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.