Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.74%
3 year
9.64%
5 year
8.92%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
20.31%
Sharpe
0.44
Sortino
0.77
Max drawdown
-37.33%
Best month
19.20%
Worst month
-25.42%
Beta vs VTSAX
1.27
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.