Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.10%
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.)
11.34%
Sharpe
2.20
Sortino
4.98
Max drawdown
-9.16%
Best month
7.53%
Worst month
-4.55%
Beta vs VTSAX
0.47
Correlation
0.51
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.