Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.38%
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
24 months through Feb. 28, 2026Volatility (ann.)
12.23%
Sharpe
0.19
Sortino
0.29
Max drawdown
-7.99%
Best month
6.75%
Worst month
-7.99%
Beta vs VTSAX
0.47
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.