Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.92%
3 year
2.60%
5 year
2.44%
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.)
15.45%
Sharpe
0.31
Sortino
0.49
Max drawdown
-32.84%
Best month
11.57%
Worst month
-19.97%
Beta vs VTSAX
0.85
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.