Average annual returns
Through 20251 year
25.80%
3 year
36.33%
5 year
16.36%
10 year
21.66%
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.)
16.49%
Sharpe
2.03
Sortino
4.19
Max drawdown
-36.49%
Best month
18.92%
Worst month
-14.07%
Beta vs VTSAX
1.21
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.