Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.80%
3 year
24.28%
5 year
16.48%
10 year
16.31%
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.)
20.94%
Sharpe
1.01
Sortino
1.89
Max drawdown
-36.11%
Best month
25.75%
Worst month
-26.61%
Beta vs VTSAX
1.56
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.