Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.71%
3 year
5.08%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
45 months through Feb. 28, 2026Volatility (ann.)
16.23%
Sharpe
0.14
Sortino
0.23
Max drawdown
-16.90%
Best month
10.68%
Worst month
-12.37%
Beta vs VTSAX
1.10
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.