Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.80%
3 year
2.62%
5 year
4.83%
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
78 months through Feb. 28, 2026Volatility (ann.)
13.71%
Sharpe
0.46
Sortino
0.74
Max drawdown
-22.28%
Best month
11.12%
Worst month
-11.26%
Beta vs VTSAX
0.73
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.