Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.46%
3 year
8.10%
5 year
11.60%
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
71 months through Feb. 28, 2026Volatility (ann.)
16.14%
Sharpe
0.66
Sortino
1.12
Max drawdown
-17.46%
Best month
15.87%
Worst month
-11.72%
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.