Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.94%
3 year
6.69%
5 year
8.05%
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.)
23.72%
Sharpe
0.28
Sortino
0.49
Max drawdown
-30.41%
Best month
20.54%
Worst month
-30.41%
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.