Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.32%
3 year
9.26%
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
58 months through Feb. 28, 2026Volatility (ann.)
13.18%
Sharpe
0.28
Sortino
0.46
Max drawdown
-29.66%
Best month
14.00%
Worst month
-17.24%
Beta vs VTSAX
0.72
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.