Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.69%
3 year
-2.25%
5 year
6.95%
10 year
—
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
64 months through Feb. 28, 2026Volatility (ann.)
14.17%
Sharpe
0.38
Sortino
0.61
Max drawdown
-13.34%
Best month
12.57%
Worst month
-8.70%
Beta vs VTSAX
0.28
Correlation
0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.