Average annual returns
Through 20251 year
16.61%
3 year
12.27%
5 year
5.38%
10 year
6.65%
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.)
8.63%
Sharpe
1.51
Sortino
2.85
Max drawdown
-20.69%
Best month
8.07%
Worst month
-10.19%
Beta vs VTSAX
0.66
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.