Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.17%
3 year
4.38%
5 year
1.17%
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.)
14.92%
Sharpe
0.45
Sortino
0.73
Max drawdown
-32.44%
Best month
10.41%
Worst month
-22.12%
Beta vs VTSAX
0.77
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.