Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.82%
3 year
2.23%
5 year
-0.09%
10 year
0.93%
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.)
5.53%
Sharpe
0.38
Sortino
0.58
Max drawdown
-14.02%
Best month
4.14%
Worst month
-2.53%
Beta vs VTSAX
0.28
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.