Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.22%
3 year
28.65%
5 year
12.09%
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
66 months through Feb. 28, 2026Volatility (ann.)
14.04%
Sharpe
1.77
Sortino
3.74
Max drawdown
-33.42%
Best month
12.31%
Worst month
-12.01%
Beta vs VTSAX
1.12
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.