Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.36%
3 year
5.01%
5 year
1.30%
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.)
7.22%
Sharpe
0.82
Sortino
1.47
Max drawdown
-15.36%
Best month
7.98%
Worst month
-4.83%
Beta vs VTSAX
0.47
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.