Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.26%
3 year
18.79%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
50 months through Feb. 28, 2026Volatility (ann.)
19.57%
Sharpe
0.78
Sortino
1.38
Max drawdown
-20.99%
Best month
13.06%
Worst month
-12.32%
Beta vs VTSAX
1.44
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.