Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.77%
3 year
9.25%
5 year
1.96%
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.)
17.32%
Sharpe
0.38
Sortino
0.60
Max drawdown
-31.98%
Best month
15.24%
Worst month
-14.62%
Beta vs VTSAX
1.35
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.