Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.22%
3 year
35.39%
5 year
8.06%
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.)
20.69%
Sharpe
1.45
Sortino
2.99
Max drawdown
-48.94%
Best month
16.66%
Worst month
-16.55%
Beta vs VTSAX
1.44
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.