Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.84%
3 year
20.26%
5 year
7.82%
10 year
16.70%
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.)
22.17%
Sharpe
0.34
Sortino
0.52
Max drawdown
-34.80%
Best month
15.39%
Worst month
-14.35%
Beta vs VTSAX
1.27
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.