Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.72%
3 year
21.31%
5 year
13.26%
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.)
17.50%
Sharpe
0.92
Sortino
1.73
Max drawdown
-31.93%
Best month
16.16%
Worst month
-23.94%
Beta vs VTSAX
1.09
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.