Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.39%
3 year
4.51%
5 year
3.26%
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.)
16.22%
Sharpe
0.41
Sortino
0.70
Max drawdown
-33.73%
Best month
11.88%
Worst month
-14.13%
Beta vs VTSAX
0.88
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.