Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.75%
3 year
27.33%
5 year
-7.96%
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.)
19.61%
Sharpe
0.95
Sortino
1.87
Max drawdown
-68.84%
Best month
23.16%
Worst month
-17.04%
Beta vs VTSAX
1.00
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.