Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.62%
3 year
20.54%
5 year
24.52%
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.)
13.05%
Sharpe
1.92
Sortino
4.61
Max drawdown
-59.28%
Best month
45.01%
Worst month
-48.39%
Beta vs VTSAX
0.45
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.