Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.70%
3 year
6.31%
5 year
1.76%
10 year
3.39%
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.)
14.98%
Sharpe
0.56
Sortino
0.92
Max drawdown
-32.69%
Best month
11.07%
Worst month
-19.21%
Beta vs VTSAX
0.83
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.