Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.37%
3 year
2.96%
5 year
-7.39%
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.)
15.78%
Sharpe
0.35
Sortino
0.55
Max drawdown
-47.81%
Best month
11.16%
Worst month
-13.14%
Beta vs VTSAX
0.42
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.