Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.65%
3 year
16.96%
5 year
21.88%
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.)
13.61%
Sharpe
1.70
Sortino
3.85
Max drawdown
-45.36%
Best month
23.82%
Worst month
-37.50%
Beta vs VTSAX
0.50
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.