Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.55%
3 year
-7.82%
5 year
2.49%
10 year
6.97%
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.)
38.97%
Sharpe
0.38
Sortino
0.65
Max drawdown
-57.26%
Best month
39.21%
Worst month
-45.01%
Beta vs VTSAX
2.69
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.