Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.65%
3 year
1.04%
5 year
-4.97%
10 year
9.13%
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.)
20.05%
Sharpe
0.26
Sortino
0.39
Max drawdown
-40.86%
Best month
27.54%
Worst month
-18.76%
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.