Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.94%
3 year
9.43%
5 year
0.27%
10 year
10.01%
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.)
18.18%
Sharpe
0.54
Sortino
0.85
Max drawdown
-37.32%
Best month
16.22%
Worst month
-16.41%
Beta vs VTSAX
1.34
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.