Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.71%
3 year
9.50%
5 year
7.75%
10 year
8.65%
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.)
16.55%
Sharpe
0.64
Sortino
1.11
Max drawdown
-32.33%
Best month
16.19%
Worst month
-23.12%
Beta vs VTSAX
1.14
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.