Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-16.51%
3 year
-1.07%
5 year
3.03%
10 year
7.16%
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.)
15.98%
Sharpe
0.05
Sortino
0.09
Max drawdown
-21.31%
Best month
13.26%
Worst month
-9.89%
Beta vs VTSAX
0.71
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.