Average annual returns
Through 20251 year
3.66%
3 year
19.22%
5 year
23.93%
10 year
9.04%
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.)
15.27%
Sharpe
1.64
Sortino
3.66
Max drawdown
-54.43%
Best month
39.67%
Worst month
-44.61%
Beta vs VTSAX
0.63
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.