Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-5.33%
3 year
1.01%
5 year
1.85%
10 year
0.99%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
21.00%
Sharpe
0.06
Sortino
0.09
Max drawdown
-45.57%
Best month
22.75%
Worst month
-37.97%
Beta vs VTSAX
0.94
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.