Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.55%
3 year
20.46%
5 year
-3.64%
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
66 months through Feb. 28, 2026Volatility (ann.)
18.62%
Sharpe
0.69
Sortino
1.27
Max drawdown
-56.35%
Best month
16.64%
Worst month
-20.75%
Beta vs VTSAX
1.24
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.