Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.91%
3 year
54.02%
5 year
30.40%
10 year
30.28%
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.)
28.74%
Sharpe
1.64
Sortino
3.72
Max drawdown
-40.75%
Best month
20.80%
Worst month
-18.68%
Beta vs VTSAX
1.69
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.