Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.47%
3 year
7.83%
5 year
5.59%
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.)
14.87%
Sharpe
0.64
Sortino
1.07
Max drawdown
-32.08%
Best month
9.98%
Worst month
-12.84%
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.