Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.02%
3 year
7.15%
5 year
6.57%
10 year
8.39%
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.)
17.30%
Sharpe
0.39
Sortino
0.69
Max drawdown
-33.63%
Best month
16.06%
Worst month
-22.59%
Beta vs VTSAX
1.01
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.