Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.42%
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.)
13.92%
Sharpe
0.96
Sortino
1.56
Max drawdown
-14.37%
Best month
9.11%
Worst month
-7.16%
Beta vs VTSAX
1.08
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.