Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-9.08%
3 year
9.23%
5 year
-0.19%
10 year
7.80%
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
39 months through Feb. 28, 2026Volatility (ann.)
15.99%
Sharpe
0.34
Sortino
0.58
Max drawdown
-21.89%
Best month
10.94%
Worst month
-10.23%
Beta vs VTSAX
1.01
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.