Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.11%
3 year
-0.46%
5 year
12.20%
10 year
8.83%
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.)
34.46%
Sharpe
0.36
Sortino
0.59
Max drawdown
-54.33%
Best month
34.49%
Worst month
-35.34%
Beta vs VTSAX
1.76
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.