Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.68%
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
38 months through Feb. 28, 2026Volatility (ann.)
4.56%
Sharpe
2.07
Sortino
5.56
Max drawdown
-2.50%
Best month
4.13%
Worst month
-1.98%
Beta vs VTSAX
0.17
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.