Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.71%
3 year
4.61%
5 year
6.06%
10 year
7.02%
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.)
15.92%
Sharpe
0.25
Sortino
0.40
Max drawdown
-23.59%
Best month
14.35%
Worst month
-23.59%
Beta vs VTSAX
0.93
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.