Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.56%
3 year
8.12%
5 year
6.33%
10 year
9.11%
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.)
13.29%
Sharpe
0.63
Sortino
1.10
Max drawdown
-23.71%
Best month
12.84%
Worst month
-14.69%
Beta vs VTSAX
0.86
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.