Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.46%
3 year
28.42%
5 year
12.50%
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.)
14.62%
Sharpe
1.66
Sortino
3.41
Max drawdown
-32.25%
Best month
15.39%
Worst month
-12.96%
Beta vs VTSAX
1.11
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.