Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.92%
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
2024 onward derived from N-PORT monthly returnsRisk statistics
28 months through Feb. 28, 2026Volatility (ann.)
10.82%
Sharpe
1.81
Sortino
3.60
Max drawdown
-7.77%
Best month
7.72%
Worst month
-5.53%
Beta vs VTSAX
0.80
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.