Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.49%
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
2024 onward derived from N-PORT monthly returnsRisk statistics
33 months through Feb. 28, 2026Volatility (ann.)
15.42%
Sharpe
1.28
Sortino
2.72
Max drawdown
-10.60%
Best month
9.82%
Worst month
-6.20%
Beta vs VTSAX
0.98
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.