Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.70%
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
28 months through Feb. 28, 2026Volatility (ann.)
10.88%
Sharpe
1.78
Sortino
3.23
Max drawdown
-7.80%
Best month
6.36%
Worst month
-6.83%
Beta vs VTSAX
0.63
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.