Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.98%
3 year
—
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
2024 onward derived from N-PORT monthly returnsRisk statistics
36 months through Feb. 28, 2026Volatility (ann.)
4.91%
Sharpe
0.36
Sortino
0.54
Max drawdown
-4.89%
Best month
3.14%
Worst month
-3.40%
Beta vs VTSAX
0.28
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.