Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.94%
3 year
28.33%
5 year
11.81%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
14.03%
Sharpe
1.75
Sortino
3.67
Max drawdown
-33.56%
Best month
14.28%
Worst month
-12.01%
Beta vs VTSAX
1.12
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.