Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.25%
3 year
15.27%
5 year
4.04%
10 year
10.60%
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.)
18.39%
Sharpe
0.75
Sortino
1.37
Max drawdown
-33.80%
Best month
14.98%
Worst month
-14.44%
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.