Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.88%
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
27 months through Feb. 28, 2026Volatility (ann.)
4.06%
Sharpe
1.22
Sortino
2.06
Max drawdown
-2.49%
Best month
2.27%
Worst month
-2.18%
Beta vs VTSAX
0.14
Correlation
0.36
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.