Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.34%
3 year
4.75%
5 year
3.35%
10 year
5.00%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
18.09%
Sharpe
0.36
Sortino
0.66
Max drawdown
-24.54%
Best month
13.89%
Worst month
-13.40%
Beta vs VTSAX
0.96
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.