Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.92%
3 year
10.32%
5 year
6.47%
10 year
8.62%
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.)
18.62%
Sharpe
0.61
Sortino
1.09
Max drawdown
-22.65%
Best month
13.25%
Worst month
-22.43%
Beta vs VTSAX
1.30
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.