Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.61%
3 year
7.03%
5 year
8.36%
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
72 months through Feb. 28, 2026Volatility (ann.)
23.70%
Sharpe
0.30
Sortino
0.52
Max drawdown
-30.42%
Best month
20.56%
Worst month
-30.42%
Beta vs VTSAX
1.38
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.