Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.86%
3 year
34.25%
5 year
8.37%
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.)
19.69%
Sharpe
1.51
Sortino
3.00
Max drawdown
-45.21%
Best month
16.16%
Worst month
-14.90%
Beta vs VTSAX
1.35
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.