Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.65%
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
34 months through Feb. 28, 2026Volatility (ann.)
13.59%
Sharpe
1.15
Sortino
2.23
Max drawdown
-9.58%
Best month
12.45%
Worst month
-5.68%
Beta vs VTSAX
0.98
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.