Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.76%
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
31 months through Feb. 28, 2026Volatility (ann.)
20.94%
Sharpe
0.89
Sortino
1.66
Max drawdown
-18.01%
Best month
15.51%
Worst month
-10.19%
Beta vs VTSAX
0.90
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.