Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.08%
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.)
11.20%
Sharpe
2.10
Sortino
4.68
Max drawdown
-9.77%
Best month
7.79%
Worst month
-4.43%
Beta vs VTSAX
0.50
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.