Average annual returns
Through 20251 year
30.18%
3 year
20.68%
5 year
22.91%
10 year
13.66%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Feb. 28, 2026Volatility (ann.)
17.55%
Sharpe
1.19
Sortino
2.53
Max drawdown
-14.39%
Best month
16.37%
Worst month
-13.60%
Beta vs VTSAX
0.86
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.