Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.02%
3 year
25.95%
5 year
11.10%
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.)
14.82%
Sharpe
1.50
Sortino
2.97
Max drawdown
-33.77%
Best month
13.13%
Worst month
-11.87%
Beta vs VTSAX
1.08
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.