Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.77%
3 year
36.34%
5 year
19.48%
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.)
20.41%
Sharpe
1.77
Sortino
3.97
Max drawdown
-34.27%
Best month
19.01%
Worst month
-13.67%
Beta vs VTSAX
1.37
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.