Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.87%
3 year
13.26%
5 year
7.89%
10 year
5.82%
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
78 months through Feb. 28, 2026Volatility (ann.)
7.37%
Sharpe
2.12
Sortino
4.81
Max drawdown
-16.05%
Best month
6.92%
Worst month
-11.12%
Beta vs VTSAX
0.25
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.