Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.11%
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
27 months through Feb. 28, 2026Volatility (ann.)
14.53%
Sharpe
0.56
Sortino
0.89
Max drawdown
-14.25%
Best month
8.30%
Worst month
-10.14%
Beta vs VTSAX
0.94
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.