Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.39%
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
29 months through Feb. 28, 2026Volatility (ann.)
16.61%
Sharpe
1.09
Sortino
2.04
Max drawdown
-18.13%
Best month
9.72%
Worst month
-7.89%
Beta vs VTSAX
1.17
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.