Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.82%
3 year
6.07%
5 year
4.34%
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
78 months through Feb. 28, 2026Volatility (ann.)
14.95%
Sharpe
0.44
Sortino
0.72
Max drawdown
-30.43%
Best month
15.61%
Worst month
-19.89%
Beta vs VTSAX
0.89
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.