Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.37%
3 year
-0.35%
5 year
5.77%
10 year
11.56%
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.)
31.04%
Sharpe
0.71
Sortino
1.28
Max drawdown
-55.38%
Best month
30.17%
Worst month
-43.56%
Beta vs VTSAX
1.87
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.