Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.69%
3 year
3.42%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
60 months through Feb. 28, 2026Volatility (ann.)
15.56%
Sharpe
0.38
Sortino
0.62
Max drawdown
-33.83%
Best month
12.04%
Worst month
-13.56%
Beta vs VTSAX
0.77
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.