Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.68%
3 year
1.15%
5 year
-3.02%
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
78 months through Feb. 28, 2026Volatility (ann.)
9.74%
Sharpe
0.43
Sortino
0.62
Max drawdown
-30.59%
Best month
8.72%
Worst month
-12.25%
Beta vs VTSAX
0.61
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.