Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.53%
3 year
-4.76%
5 year
6.35%
10 year
9.85%
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.)
32.22%
Sharpe
0.47
Sortino
0.80
Max drawdown
-55.98%
Best month
29.81%
Worst month
-42.70%
Beta vs VTSAX
2.28
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.