Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.02%
3 year
-4.45%
5 year
-4.29%
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.)
18.15%
Sharpe
0.00
Sortino
0.00
Max drawdown
-37.57%
Best month
13.52%
Worst month
-15.72%
Beta vs VTSAX
0.90
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.