Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.47%
3 year
20.35%
5 year
14.60%
10 year
14.22%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
21.09%
Sharpe
0.99
Sortino
1.98
Max drawdown
-32.72%
Best month
18.88%
Worst month
-22.27%
Beta vs VTSAX
1.42
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.