Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.89%
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
39 months through Feb. 28, 2026Volatility (ann.)
15.78%
Sharpe
1.66
Sortino
3.42
Max drawdown
-12.38%
Best month
11.74%
Worst month
-8.85%
Beta vs VTSAX
1.14
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.