Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.50%
3 year
16.38%
5 year
8.43%
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.)
11.18%
Sharpe
1.51
Sortino
3.07
Max drawdown
-25.48%
Best month
12.18%
Worst month
-14.97%
Beta vs VTSAX
0.87
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.