Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.68%
3 year
13.92%
5 year
4.29%
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.)
16.79%
Sharpe
0.72
Sortino
1.32
Max drawdown
-34.15%
Best month
13.44%
Worst month
-12.94%
Beta vs VTSAX
1.22
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.