Average annual returns
Through 20251 year
15.53%
3 year
20.05%
5 year
13.33%
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.)
11.25%
Sharpe
1.67
Sortino
3.95
Max drawdown
-21.48%
Best month
11.82%
Worst month
-21.48%
Beta vs VTSAX
0.83
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.