Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.34%
3 year
5.34%
5 year
—
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
54 months through Feb. 28, 2026Volatility (ann.)
17.74%
Sharpe
0.28
Sortino
0.46
Max drawdown
-31.87%
Best month
13.34%
Worst month
-15.94%
Beta vs VTSAX
0.92
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.