Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.29%
3 year
9.78%
5 year
2.45%
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.)
17.34%
Sharpe
0.41
Sortino
0.66
Max drawdown
-31.69%
Best month
15.32%
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.