Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.51%
3 year
9.75%
5 year
7.15%
10 year
5.92%
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.)
17.09%
Sharpe
0.33
Sortino
0.54
Max drawdown
-49.71%
Best month
19.52%
Worst month
-44.42%
Beta vs VTSAX
0.96
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.