Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.22%
3 year
-8.25%
5 year
2.91%
10 year
8.34%
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
78 months through Feb. 28, 2026Volatility (ann.)
38.60%
Sharpe
0.22
Sortino
0.38
Max drawdown
-59.62%
Best month
38.24%
Worst month
-45.78%
Beta vs VTSAX
2.47
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.