Average annual returns
Through 20251 year
17.14%
3 year
15.86%
5 year
8.75%
10 year
—
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.)
14.93%
Sharpe
1.21
Sortino
2.20
Max drawdown
-29.18%
Best month
13.12%
Worst month
-13.23%
Beta vs VTSAX
1.12
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.