Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.93%
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
36 months through Feb. 28, 2026Volatility (ann.)
14.00%
Sharpe
0.97
Sortino
1.73
Max drawdown
-10.97%
Best month
8.25%
Worst month
-7.03%
Beta vs VTSAX
0.93
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.