Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.67%
3 year
7.18%
5 year
5.67%
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.)
12.96%
Sharpe
0.75
Sortino
1.30
Max drawdown
-16.62%
Best month
12.72%
Worst month
-8.88%
Beta vs VTSAX
0.57
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.