Average annual returns
Through 20251 year
12.76%
3 year
20.26%
5 year
9.36%
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.)
18.28%
Sharpe
1.08
Sortino
2.12
Max drawdown
-31.99%
Best month
14.14%
Worst month
-14.44%
Beta vs VTSAX
1.32
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.