Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.07%
3 year
15.63%
5 year
3.21%
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.)
19.72%
Sharpe
0.70
Sortino
1.22
Max drawdown
-33.46%
Best month
17.64%
Worst month
-19.09%
Beta vs VTSAX
1.46
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.