Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.99%
3 year
-3.15%
5 year
4.96%
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
70 months through Feb. 28, 2026Volatility (ann.)
18.10%
Sharpe
0.21
Sortino
0.34
Max drawdown
-23.38%
Best month
14.91%
Worst month
-14.67%
Beta vs VTSAX
0.76
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.