Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.36%
3 year
3.79%
5 year
26.67%
10 year
27.90%
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.)
30.49%
Sharpe
1.59
Sortino
3.47
Max drawdown
-60.49%
Best month
30.52%
Worst month
-25.80%
Beta vs VTSAX
2.17
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.