Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.43%
3 year
11.18%
5 year
4.72%
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
80 months through Feb. 28, 2026Volatility (ann.)
8.43%
Sharpe
1.37
Sortino
2.60
Max drawdown
-21.88%
Best month
8.31%
Worst month
-11.30%
Beta vs VTSAX
0.65
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.