Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-8.91%
3 year
7.81%
5 year
—
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
54 months through Feb. 28, 2026Volatility (ann.)
16.28%
Sharpe
0.38
Sortino
0.68
Max drawdown
-29.10%
Best month
13.31%
Worst month
-14.80%
Beta vs VTSAX
1.07
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.