Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.16%
3 year
4.70%
5 year
3.45%
10 year
5.43%
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.)
16.21%
Sharpe
0.43
Sortino
0.72
Max drawdown
-33.50%
Best month
11.88%
Worst month
-14.08%
Beta vs VTSAX
0.88
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.