Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.42%
3 year
3.73%
5 year
8.84%
10 year
18.58%
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.)
35.64%
Sharpe
0.92
Sortino
1.63
Max drawdown
-66.36%
Best month
45.15%
Worst month
-51.55%
Beta vs VTSAX
2.66
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.