Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.70%
3 year
14.75%
5 year
10.14%
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.)
15.64%
Sharpe
0.93
Sortino
1.78
Max drawdown
-27.13%
Best month
13.12%
Worst month
-19.20%
Beta vs VTSAX
1.12
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.