Average annual returns
Through 20251 year
20.60%
3 year
24.25%
5 year
18.79%
10 year
12.59%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
51 months through Feb. 28, 2026Volatility (ann.)
9.56%
Sharpe
2.70
Sortino
7.09
Max drawdown
-13.24%
Best month
9.06%
Worst month
-7.89%
Beta vs VTSAX
0.62
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.