Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.24%
3 year
4.56%
5 year
23.81%
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.)
19.03%
Sharpe
0.74
Sortino
1.22
Max drawdown
-52.40%
Best month
32.25%
Worst month
-36.54%
Beta vs VTSAX
0.42
Correlation
0.26
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.