Average annual returns
Through 20251 year
18.69%
3 year
24.22%
5 year
18.51%
10 year
14.88%
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.)
12.40%
Sharpe
1.88
Sortino
4.07
Max drawdown
-27.70%
Best month
15.19%
Worst month
-19.49%
Beta vs VTSAX
1.00
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.