Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.06%
3 year
34.60%
5 year
11.24%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
71 months through Feb. 28, 2026Volatility (ann.)
18.03%
Sharpe
1.61
Sortino
3.10
Max drawdown
-40.87%
Best month
16.70%
Worst month
-15.31%
Beta vs VTSAX
1.28
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.