Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.75%
3 year
6.21%
5 year
2.67%
10 year
8.88%
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.)
16.78%
Sharpe
0.38
Sortino
0.65
Max drawdown
-24.21%
Best month
12.29%
Worst month
-13.94%
Beta vs VTSAX
1.13
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.