Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.94%
3 year
16.12%
5 year
4.79%
10 year
11.40%
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.)
18.37%
Sharpe
0.80
Sortino
1.48
Max drawdown
-33.49%
Best month
15.00%
Worst month
-14.37%
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.