Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.30%
3 year
17.90%
5 year
4.30%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
14.29%
Sharpe
0.90
Sortino
1.65
Max drawdown
-35.34%
Best month
14.77%
Worst month
-13.96%
Beta vs VTSAX
1.10
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.