Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.94%
3 year
3.80%
5 year
-1.20%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
5.57%
Sharpe
0.73
Sortino
1.32
Max drawdown
-19.09%
Best month
5.06%
Worst month
-4.41%
Beta vs VTSAX
0.29
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.