Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.95%
3 year
3.13%
5 year
-19.87%
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.)
16.23%
Sharpe
0.09
Sortino
0.14
Max drawdown
-80.94%
Best month
11.61%
Worst month
-17.20%
Beta vs VTSAX
1.01
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.