Average annual returns
Through 20241 year
35.28%
3 year
10.93%
5 year
22.21%
10 year
21.07%
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.)
19.82%
Sharpe
1.61
Sortino
3.52
Max drawdown
-38.43%
Best month
14.96%
Worst month
-13.57%
Beta vs VTSAX
1.31
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.