Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.94%
3 year
26.32%
5 year
5.19%
10 year
-3.99%
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.)
38.65%
Sharpe
0.40
Sortino
0.63
Max drawdown
-82.45%
Best month
64.26%
Worst month
-66.12%
Beta vs VTSAX
0.77
Correlation
0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.