Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.37%
3 year
28.46%
5 year
15.68%
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.)
14.95%
Sharpe
1.85
Sortino
4.19
Max drawdown
-30.10%
Best month
15.16%
Worst month
-13.43%
Beta vs VTSAX
-0.27
Correlation
-0.22
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.