Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.72%
3 year
9.50%
5 year
7.76%
10 year
—
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.)
16.54%
Sharpe
0.64
Sortino
1.11
Max drawdown
-32.30%
Best month
16.12%
Worst month
-23.07%
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.