Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.44%
3 year
6.79%
5 year
4.52%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
63 months through Feb. 28, 2026Volatility (ann.)
14.83%
Sharpe
0.57
Sortino
0.94
Max drawdown
-33.34%
Best month
9.95%
Worst month
-12.86%
Beta vs VTSAX
0.87
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.