Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.29%
3 year
10.59%
5 year
4.59%
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.)
6.33%
Sharpe
1.72
Sortino
3.38
Max drawdown
-17.55%
Best month
5.69%
Worst month
-6.17%
Beta vs VTSAX
0.46
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.