Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.23%
3 year
12.98%
5 year
11.95%
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.)
11.71%
Sharpe
1.13
Sortino
2.07
Max drawdown
-28.61%
Best month
15.04%
Worst month
-17.72%
Beta vs VTSAX
0.79
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.