Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.45%
3 year
4.65%
5 year
1.43%
10 year
2.14%
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.)
14.92%
Sharpe
0.47
Sortino
0.76
Max drawdown
-32.13%
Best month
10.41%
Worst month
-22.12%
Beta vs VTSAX
0.77
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.