Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.36%
3 year
3.56%
5 year
0.92%
10 year
4.55%
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.)
15.36%
Sharpe
0.32
Sortino
0.50
Max drawdown
-33.99%
Best month
11.91%
Worst month
-17.86%
Beta vs VTSAX
0.90
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.