Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.15%
3 year
9.43%
5 year
5.64%
10 year
7.89%
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
72 months through Feb. 28, 2026Volatility (ann.)
18.87%
Sharpe
0.58
Sortino
1.05
Max drawdown
-22.99%
Best month
13.15%
Worst month
-22.47%
Beta vs VTSAX
1.28
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.