Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.07%
3 year
3.32%
5 year
11.51%
10 year
14.81%
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.)
31.46%
Sharpe
1.15
Sortino
2.38
Max drawdown
-50.10%
Best month
33.34%
Worst month
-38.75%
Beta vs VTSAX
2.13
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.