Average annual returns
Through 20251 year
21.11%
3 year
31.54%
5 year
13.46%
10 year
17.60%
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.)
15.29%
Sharpe
1.74
Sortino
3.66
Max drawdown
-32.40%
Best month
15.52%
Worst month
-13.22%
Beta vs VTSAX
1.15
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.