Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.17%
3 year
12.85%
5 year
0.51%
10 year
11.16%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
80 months through Feb. 28, 2026Volatility (ann.)
19.46%
Sharpe
0.57
Sortino
1.00
Max drawdown
-42.49%
Best month
14.71%
Worst month
-14.92%
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.