Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-8.88%
3 year
-1.19%
5 year
1.88%
10 year
5.38%
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
78 months through Feb. 28, 2026Volatility (ann.)
18.89%
Sharpe
0.16
Sortino
0.25
Max drawdown
-29.08%
Best month
15.15%
Worst month
-16.14%
Beta vs VTSAX
0.97
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.