Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-5.00%
3 year
5.93%
5 year
2.40%
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
78 months through Feb. 28, 2026Volatility (ann.)
16.79%
Sharpe
0.37
Sortino
0.62
Max drawdown
-24.34%
Best month
12.27%
Worst month
-13.95%
Beta vs VTSAX
1.13
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.