Average annual returns
Through 20251 year
5.39%
3 year
19.58%
5 year
23.49%
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.)
15.16%
Sharpe
1.73
Sortino
4.02
Max drawdown
-44.38%
Best month
29.90%
Worst month
-34.89%
Beta vs VTSAX
0.59
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.