Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.12%
3 year
21.28%
5 year
7.39%
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.)
19.53%
Sharpe
1.03
Sortino
1.89
Max drawdown
-37.69%
Best month
15.38%
Worst month
-15.52%
Beta vs VTSAX
1.47
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.