Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.68%
3 year
9.33%
5 year
12.17%
10 year
6.06%
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.)
25.08%
Sharpe
2.10
Sortino
4.64
Max drawdown
-49.74%
Best month
24.70%
Worst month
-23.16%
Beta vs VTSAX
1.77
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.