Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.74%
3 year
7.34%
5 year
3.57%
10 year
9.39%
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
50 months through Feb. 28, 2026Volatility (ann.)
16.81%
Sharpe
0.45
Sortino
0.77
Max drawdown
-23.62%
Best month
10.34%
Worst month
-10.42%
Beta vs VTSAX
1.13
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.