Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.88%
3 year
-18.53%
5 year
-6.09%
10 year
2.47%
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.)
32.38%
Sharpe
0.19
Sortino
0.30
Max drawdown
-61.55%
Best month
24.92%
Worst month
-43.05%
Beta vs VTSAX
1.86
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.