Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.61%
3 year
12.00%
5 year
-0.24%
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
80 months through Feb. 28, 2026Volatility (ann.)
19.45%
Sharpe
0.53
Sortino
0.92
Max drawdown
-42.89%
Best month
14.62%
Worst month
-14.96%
Beta vs VTSAX
1.45
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.