Average annual returns
Through 20251 year
26.42%
3 year
36.69%
5 year
16.01%
10 year
—
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.)
16.90%
Sharpe
2.00
Sortino
4.07
Max drawdown
-37.13%
Best month
18.31%
Worst month
-14.22%
Beta vs VTSAX
1.25
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.