Average annual returns
Through 20251 year
24.42%
3 year
36.03%
5 year
15.40%
10 year
20.77%
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.)
16.51%
Sharpe
1.98
Sortino
4.05
Max drawdown
-37.23%
Best month
18.40%
Worst month
-14.45%
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.