Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.98%
3 year
—
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
2024 onward derived from N-PORT monthly returnsRisk statistics
36 months through Feb. 28, 2026Volatility (ann.)
19.75%
Sharpe
0.35
Sortino
0.54
Max drawdown
-20.00%
Best month
10.96%
Worst month
-10.18%
Beta vs VTSAX
-0.18
Correlation
-0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.