Average annual returns
Through 20251 year
29.49%
3 year
16.19%
5 year
5.91%
10 year
8.91%
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.)
26.62%
Sharpe
0.72
Sortino
1.42
Max drawdown
-38.74%
Best month
25.99%
Worst month
-18.33%
Beta vs VTSAX
1.03
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.