Average annual returns
Through 20251 year
18.70%
3 year
22.82%
5 year
14.98%
10 year
12.22%
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.)
11.96%
Sharpe
1.81
Sortino
3.68
Max drawdown
-21.70%
Best month
12.03%
Worst month
-12.18%
Beta vs VTSAX
0.98
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.