Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.30%
3 year
4.17%
5 year
0.81%
10 year
4.58%
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
60 months through Feb. 28, 2026Volatility (ann.)
15.64%
Sharpe
0.43
Sortino
0.70
Max drawdown
-32.95%
Best month
12.19%
Worst month
-13.54%
Beta vs VTSAX
0.77
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.