Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.78%
3 year
33.95%
5 year
17.12%
10 year
—
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.)
18.25%
Sharpe
1.54
Sortino
3.31
Max drawdown
-32.53%
Best month
14.12%
Worst month
-11.83%
Beta vs VTSAX
1.26
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.