Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.78%
3 year
9.63%
5 year
6.77%
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.)
18.18%
Sharpe
0.52
Sortino
0.92
Max drawdown
-33.52%
Best month
14.00%
Worst month
-22.76%
Beta vs VTSAX
1.21
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.