Average annual returns
Through 20251 year
16.55%
3 year
15.39%
5 year
9.10%
10 year
9.57%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Feb. 28, 2026Volatility (ann.)
10.87%
Sharpe
1.57
Sortino
3.15
Max drawdown
-24.30%
Best month
12.83%
Worst month
-13.93%
Beta vs VTSAX
0.87
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.