Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.50%
3 year
12.96%
5 year
14.32%
10 year
—
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.)
20.50%
Sharpe
0.67
Sortino
1.27
Max drawdown
-42.29%
Best month
20.44%
Worst month
-28.97%
Beta vs VTSAX
1.22
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.