Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.65%
3 year
9.73%
5 year
6.82%
10 year
9.33%
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.)
19.12%
Sharpe
0.50
Sortino
0.90
Max drawdown
-32.69%
Best month
18.17%
Worst month
-22.39%
Beta vs VTSAX
1.24
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.