Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.97%
3 year
20.06%
5 year
6.31%
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.)
19.51%
Sharpe
0.96
Sortino
1.76
Max drawdown
-38.13%
Best month
15.33%
Worst month
-15.65%
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.