Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.02%
3 year
-11.18%
5 year
4.40%
10 year
11.75%
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.)
36.33%
Sharpe
0.71
Sortino
1.36
Max drawdown
-57.86%
Best month
34.71%
Worst month
-28.30%
Beta vs VTSAX
2.57
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.