Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.84%
3 year
-2.93%
5 year
2.07%
10 year
8.26%
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.)
20.05%
Sharpe
-0.08
Sortino
-0.11
Max drawdown
-27.56%
Best month
13.05%
Worst month
-14.55%
Beta vs VTSAX
0.38
Correlation
0.23
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.