Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.68%
3 year
5.96%
5 year
—
10 year
—
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
54 months through Feb. 28, 2026Volatility (ann.)
14.86%
Sharpe
0.54
Sortino
0.88
Max drawdown
-31.72%
Best month
11.30%
Worst month
-12.81%
Beta vs VTSAX
0.80
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.