Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.86%
3 year
5.03%
5 year
3.75%
10 year
5.72%
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.)
16.25%
Sharpe
0.44
Sortino
0.75
Max drawdown
-33.17%
Best month
11.94%
Worst month
-14.09%
Beta vs VTSAX
0.88
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.