Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.30%
3 year
8.40%
5 year
6.60%
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
75 months through Feb. 28, 2026Volatility (ann.)
13.26%
Sharpe
0.65
Sortino
1.15
Max drawdown
-23.52%
Best month
12.71%
Worst month
-14.61%
Beta vs VTSAX
0.86
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.