Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-8.86%
3 year
-3.37%
5 year
16.42%
10 year
-4.61%
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.)
26.70%
Sharpe
0.18
Sortino
0.30
Max drawdown
-70.65%
Best month
53.46%
Worst month
-53.14%
Beta vs VTSAX
0.87
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.