Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.55%
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
78 months through Feb. 28, 2026Volatility (ann.)
18.38%
Sharpe
1.06
Sortino
2.06
Max drawdown
-32.18%
Best month
14.22%
Worst month
-14.47%
Beta vs VTSAX
1.32
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.