Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-8.37%
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
26 months through Feb. 28, 2026Volatility (ann.)
11.75%
Sharpe
0.00
Sortino
0.00
Max drawdown
-14.59%
Best month
4.98%
Worst month
-8.15%
Beta vs VTSAX
0.79
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.