Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.34%
3 year
9.37%
5 year
9.60%
10 year
8.32%
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.)
20.18%
Sharpe
0.53
Sortino
0.99
Max drawdown
-30.23%
Best month
19.70%
Worst month
-30.23%
Beta vs VTSAX
0.31
Correlation
0.19
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.