Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.39%
3 year
13.64%
5 year
4.03%
10 year
10.39%
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.)
16.77%
Sharpe
0.70
Sortino
1.28
Max drawdown
-34.23%
Best month
13.42%
Worst month
-12.90%
Beta vs VTSAX
1.22
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.