Average annual returns
Through 20251 year
22.76%
3 year
36.14%
5 year
12.25%
10 year
20.96%
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.)
17.90%
Sharpe
1.71
Sortino
3.59
Max drawdown
-41.05%
Best month
19.56%
Worst month
-15.78%
Beta vs VTSAX
1.30
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.