Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.76%
3 year
4.83%
5 year
18.37%
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
80 months through Feb. 28, 2026Volatility (ann.)
16.72%
Sharpe
0.79
Sortino
1.29
Max drawdown
-48.39%
Best month
29.61%
Worst month
-27.66%
Beta vs VTSAX
0.24
Correlation
0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.