Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.53%
3 year
33.92%
5 year
8.10%
10 year
20.62%
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
80 months through Feb. 28, 2026Volatility (ann.)
19.67%
Sharpe
1.50
Sortino
2.96
Max drawdown
-45.37%
Best month
16.12%
Worst month
-14.93%
Beta vs VTSAX
1.35
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.