Average annual returns
Through 20251 year
15.34%
3 year
27.53%
5 year
14.43%
10 year
18.14%
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.)
14.30%
Sharpe
1.77
Sortino
3.84
Max drawdown
-26.41%
Best month
14.95%
Worst month
-10.93%
Beta vs VTSAX
1.09
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.