Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.96%
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
33 months through Feb. 28, 2026Volatility (ann.)
18.54%
Sharpe
0.57
Sortino
0.97
Max drawdown
-18.15%
Best month
11.08%
Worst month
-8.03%
Beta vs VTSAX
1.15
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.