Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.86%
3 year
7.89%
5 year
6.22%
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
78 months through Feb. 28, 2026Volatility (ann.)
15.68%
Sharpe
0.62
Sortino
1.05
Max drawdown
-29.33%
Best month
10.76%
Worst month
-21.55%
Beta vs VTSAX
0.91
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.