Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.52%
3 year
190.15%
5 year
91.62%
10 year
41.79%
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
48 months through Feb. 28, 2026Volatility (ann.)
14.34%
Sharpe
0.61
Sortino
1.07
Max drawdown
-25.94%
Best month
10.92%
Worst month
-12.33%
Beta vs VTSAX
0.76
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.