Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.85%
3 year
1.91%
5 year
3.88%
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.)
11.99%
Sharpe
0.62
Sortino
1.04
Max drawdown
-16.56%
Best month
11.46%
Worst month
-8.81%
Beta vs VTSAX
0.41
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.