Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.53%
3 year
4.87%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
40 months through Feb. 28, 2026Volatility (ann.)
13.20%
Sharpe
0.70
Sortino
1.14
Max drawdown
-12.10%
Best month
6.94%
Worst month
-7.04%
Beta vs VTSAX
0.73
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.