Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.51%
3 year
9.36%
5 year
6.50%
10 year
8.48%
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.)
18.21%
Sharpe
0.50
Sortino
0.89
Max drawdown
-33.59%
Best month
13.91%
Worst month
-22.86%
Beta vs VTSAX
1.22
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.