Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.65%
3 year
15.71%
5 year
4.42%
10 year
11.02%
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.)
18.36%
Sharpe
0.77
Sortino
1.42
Max drawdown
-33.64%
Best month
15.07%
Worst month
-14.43%
Beta vs VTSAX
1.35
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.