Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.62%
3 year
7.82%
5 year
6.94%
10 year
7.79%
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
72 months through Feb. 28, 2026Volatility (ann.)
18.89%
Sharpe
0.32
Sortino
0.58
Max drawdown
-28.72%
Best month
16.65%
Worst month
-28.72%
Beta vs VTSAX
1.03
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.