Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.14%
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
36 months through Feb. 28, 2026Volatility (ann.)
18.65%
Sharpe
0.86
Sortino
1.68
Max drawdown
-15.32%
Best month
13.23%
Worst month
-6.47%
Beta vs VTSAX
1.03
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.