Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.44%
3 year
9.64%
5 year
2.32%
10 year
9.94%
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.)
17.33%
Sharpe
0.40
Sortino
0.64
Max drawdown
-31.76%
Best month
15.26%
Worst month
-14.61%
Beta vs VTSAX
1.35
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.