Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.86%
3 year
52.90%
5 year
18.65%
10 year
30.65%
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.)
26.12%
Sharpe
1.68
Sortino
3.61
Max drawdown
-57.72%
Best month
30.05%
Worst month
-26.89%
Beta vs VTSAX
1.86
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.