Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.05%
3 year
15.18%
5 year
4.53%
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.)
19.30%
Sharpe
0.76
Sortino
1.42
Max drawdown
-33.57%
Best month
15.77%
Worst month
-13.27%
Beta vs VTSAX
1.41
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.