Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.30%
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
35 months through Feb. 28, 2026Volatility (ann.)
12.00%
Sharpe
1.67
Sortino
3.51
Max drawdown
-8.40%
Best month
9.44%
Worst month
-5.99%
Beta vs VTSAX
0.97
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.