Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.39%
3 year
17.22%
5 year
3.50%
10 year
6.88%
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.)
19.11%
Sharpe
1.02
Sortino
1.88
Max drawdown
-40.07%
Best month
16.90%
Worst month
-16.12%
Beta vs VTSAX
0.87
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.