Average annual returns
Through 20251 year
16.07%
3 year
17.45%
5 year
7.81%
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
63 months through Feb. 28, 2026Volatility (ann.)
15.43%
Sharpe
1.18
Sortino
2.41
Max drawdown
-31.70%
Best month
15.57%
Worst month
-11.14%
Beta vs VTSAX
1.02
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.