Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.11%
3 year
8.78%
5 year
12.26%
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.)
16.15%
Sharpe
0.70
Sortino
1.21
Max drawdown
-32.02%
Best month
15.94%
Worst month
-21.05%
Beta vs VTSAX
0.95
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.