Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.98%
3 year
10.80%
5 year
5.87%
10 year
10.40%
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.)
20.48%
Sharpe
0.53
Sortino
0.88
Max drawdown
-28.29%
Best month
18.01%
Worst month
-21.58%
Beta vs VTSAX
1.43
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.