Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-5.20%
3 year
-19.71%
5 year
2.86%
10 year
7.06%
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.)
23.55%
Sharpe
0.44
Sortino
0.73
Max drawdown
-51.54%
Best month
26.75%
Worst month
-27.03%
Beta vs VTSAX
0.76
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.