Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.63%
3 year
11.28%
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
51 months through Feb. 28, 2026Volatility (ann.)
18.56%
Sharpe
0.74
Sortino
1.29
Max drawdown
-24.10%
Best month
14.07%
Worst month
-11.73%
Beta vs VTSAX
1.20
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.