Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.15%
3 year
14.73%
5 year
7.90%
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.)
9.92%
Sharpe
1.57
Sortino
3.06
Max drawdown
-22.86%
Best month
10.11%
Worst month
-12.71%
Beta vs VTSAX
0.76
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.