Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.34%
3 year
26.08%
5 year
11.69%
10 year
13.79%
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
72 months through Feb. 28, 2026Volatility (ann.)
23.00%
Sharpe
1.12
Sortino
2.13
Max drawdown
-37.99%
Best month
18.65%
Worst month
-18.38%
Beta vs VTSAX
1.49
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.