Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.42%
3 year
6.95%
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
56 months through Feb. 28, 2026Volatility (ann.)
9.35%
Sharpe
0.78
Sortino
1.28
Max drawdown
-27.18%
Best month
7.12%
Worst month
-7.59%
Beta vs VTSAX
0.50
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.