Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.51%
3 year
6.47%
5 year
2.93%
10 year
9.15%
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.)
16.79%
Sharpe
0.40
Sortino
0.68
Max drawdown
-24.05%
Best month
12.33%
Worst month
-13.93%
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.