Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.90%
3 year
10.20%
5 year
7.79%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
69 months through Feb. 28, 2026Volatility (ann.)
11.84%
Sharpe
1.18
Sortino
2.03
Max drawdown
-19.15%
Best month
10.50%
Worst month
-9.24%
Beta vs VTSAX
0.79
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.