Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.92%
3 year
6.25%
5 year
0.16%
10 year
—
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
72 months through Feb. 28, 2026Volatility (ann.)
7.59%
Sharpe
0.92
Sortino
1.58
Max drawdown
-20.75%
Best month
6.82%
Worst month
-6.17%
Beta vs VTSAX
0.45
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.