Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.51%
3 year
9.01%
5 year
6.11%
10 year
8.38%
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.)
16.16%
Sharpe
0.58
Sortino
1.01
Max drawdown
-21.89%
Best month
14.10%
Worst month
-21.89%
Beta vs VTSAX
0.09
Correlation
0.06
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.