Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.06%
3 year
3.75%
5 year
2.50%
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.)
16.20%
Sharpe
0.37
Sortino
0.61
Max drawdown
-34.58%
Best month
11.73%
Worst month
-14.18%
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.