Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.23%
3 year
4.13%
5 year
17.08%
10 year
18.22%
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.)
23.32%
Sharpe
1.54
Sortino
3.05
Max drawdown
-45.64%
Best month
25.29%
Worst month
-29.04%
Beta vs VTSAX
1.93
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.