Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.70%
3 year
4.44%
5 year
-0.20%
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
32 months through Feb. 28, 2026Volatility (ann.)
17.35%
Sharpe
0.10
Sortino
0.16
Max drawdown
-20.24%
Best month
12.38%
Worst month
-8.43%
Beta vs VTSAX
0.97
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.