Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.58%
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
33 months through Feb. 28, 2026Volatility (ann.)
9.15%
Sharpe
1.68
Sortino
3.43
Max drawdown
-7.78%
Best month
6.77%
Worst month
-3.53%
Beta vs VTSAX
0.63
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.