Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.99%
3 year
—
5 year
—
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.)
13.41%
Sharpe
1.36
Sortino
2.50
Max drawdown
-28.10%
Best month
13.96%
Worst month
-17.84%
Beta vs VTSAX
0.93
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.