Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.24%
3 year
14.39%
5 year
7.73%
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.)
8.58%
Sharpe
1.60
Sortino
3.11
Max drawdown
-21.31%
Best month
8.35%
Worst month
-11.07%
Beta vs VTSAX
0.69
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.