Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.29%
3 year
4.25%
5 year
-1.98%
10 year
3.62%
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
72 months through Feb. 28, 2026Volatility (ann.)
15.05%
Sharpe
0.20
Sortino
0.30
Max drawdown
-31.42%
Best month
15.08%
Worst month
-16.26%
Beta vs VTSAX
1.04
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.