Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.17%
3 year
14.29%
5 year
12.16%
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.)
16.01%
Sharpe
0.82
Sortino
1.58
Max drawdown
-23.41%
Best month
15.93%
Worst month
-23.41%
Beta vs VTSAX
1.12
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.