Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.15%
3 year
3.42%
5 year
3.23%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
15.46%
Sharpe
0.36
Sortino
0.58
Max drawdown
-31.92%
Best month
11.67%
Worst month
-19.91%
Beta vs VTSAX
0.85
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.