Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.19%
3 year
6.36%
5 year
8.17%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
18.77%
Sharpe
0.26
Sortino
0.43
Max drawdown
-32.04%
Best month
20.89%
Worst month
-32.04%
Beta vs VTSAX
1.11
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.