Average annual returns
Through 20251 year
17.29%
3 year
20.23%
5 year
12.73%
10 year
12.87%
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.)
11.79%
Sharpe
1.56
Sortino
3.16
Max drawdown
-22.96%
Best month
13.54%
Worst month
-12.49%
Beta vs VTSAX
0.95
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.