Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.39%
3 year
12.26%
5 year
8.76%
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.)
16.11%
Sharpe
0.70
Sortino
1.26
Max drawdown
-23.52%
Best month
14.11%
Worst month
-10.21%
Beta vs VTSAX
1.17
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.