Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.20%
3 year
9.07%
5 year
6.07%
10 year
6.81%
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.)
22.44%
Sharpe
0.38
Sortino
0.65
Max drawdown
-34.52%
Best month
16.11%
Worst month
-25.72%
Beta vs VTSAX
1.15
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.