Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.07%
3 year
6.81%
5 year
4.77%
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
80 months through Feb. 28, 2026Volatility (ann.)
12.51%
Sharpe
0.77
Sortino
1.32
Max drawdown
-16.63%
Best month
12.55%
Worst month
-8.87%
Beta vs VTSAX
0.56
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.