Average annual returns
Through 20251 year
5.39%
3 year
19.53%
5 year
23.48%
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.)
15.22%
Sharpe
1.72
Sortino
3.97
Max drawdown
-44.44%
Best month
30.10%
Worst month
-34.89%
Beta vs VTSAX
0.59
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.