Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.53%
3 year
8.42%
5 year
4.09%
10 year
8.36%
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.)
18.33%
Sharpe
0.42
Sortino
0.71
Max drawdown
-30.53%
Best month
16.66%
Worst month
-21.81%
Beta vs VTSAX
1.28
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.