Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.98%
3 year
9.04%
5 year
1.77%
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.)
17.28%
Sharpe
0.37
Sortino
0.59
Max drawdown
-32.07%
Best month
15.30%
Worst month
-14.68%
Beta vs VTSAX
1.34
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.