Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.11%
3 year
-3.00%
5 year
0.00%
10 year
7.81%
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.)
30.29%
Sharpe
0.81
Sortino
1.33
Max drawdown
-41.05%
Best month
21.64%
Worst month
-26.39%
Beta vs VTSAX
1.05
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.