Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.14%
3 year
37.23%
5 year
15.82%
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.)
18.08%
Sharpe
1.78
Sortino
3.87
Max drawdown
-36.07%
Best month
13.71%
Worst month
-13.58%
Beta vs VTSAX
1.22
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.