Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.91%
3 year
20.69%
5 year
15.06%
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.)
10.56%
Sharpe
2.01
Sortino
4.42
Max drawdown
-25.75%
Best month
11.05%
Worst month
-16.00%
Beta vs VTSAX
0.84
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.