Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.27%
3 year
6.10%
5 year
4.79%
10 year
3.41%
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.)
15.99%
Sharpe
0.52
Sortino
0.87
Max drawdown
-31.53%
Best month
11.86%
Worst month
-22.22%
Beta vs VTSAX
0.89
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.