Average annual returns
Through 20251 year
13.12%
3 year
13.52%
5 year
-4.44%
10 year
11.93%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Feb. 28, 2026Volatility (ann.)
30.74%
Sharpe
0.21
Sortino
0.36
Max drawdown
-67.84%
Best month
21.80%
Worst month
-23.38%
Beta vs VTSAX
1.88
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.