Average annual returns
Through 20251 year
5.93%
3 year
20.08%
5 year
23.39%
10 year
11.76%
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.)
14.72%
Sharpe
1.80
Sortino
4.06
Max drawdown
-49.41%
Best month
31.89%
Worst month
-41.19%
Beta vs VTSAX
0.57
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.