Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.04%
3 year
-1.32%
5 year
15.95%
10 year
21.05%
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.)
35.58%
Sharpe
1.40
Sortino
2.73
Max drawdown
-62.68%
Best month
37.39%
Worst month
-47.34%
Beta vs VTSAX
2.93
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.