Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
59.34%
3 year
3.93%
5 year
8.10%
10 year
3.79%
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
78 months through Feb. 28, 2026Volatility (ann.)
32.53%
Sharpe
0.59
Sortino
1.07
Max drawdown
-60.46%
Best month
30.27%
Worst month
-23.01%
Beta vs VTSAX
1.40
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.