Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.58%
3 year
6.48%
5 year
11.81%
10 year
16.35%
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.)
23.46%
Sharpe
1.06
Sortino
1.90
Max drawdown
-46.21%
Best month
28.94%
Worst month
-31.98%
Beta vs VTSAX
1.76
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.