Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.51%
3 year
0.18%
5 year
-4.79%
10 year
6.34%
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.)
19.88%
Sharpe
-0.07
Sortino
-0.11
Max drawdown
-44.94%
Best month
15.25%
Worst month
-13.99%
Beta vs VTSAX
1.06
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.