Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.53%
3 year
35.46%
5 year
11.40%
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.)
17.69%
Sharpe
1.68
Sortino
3.50
Max drawdown
-41.58%
Best month
19.01%
Worst month
-15.85%
Beta vs VTSAX
1.29
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.