Average annual returns
Through 20251 year
32.28%
3 year
24.53%
5 year
3.17%
10 year
16.74%
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.)
23.03%
Sharpe
0.44
Sortino
0.74
Max drawdown
-59.59%
Best month
24.34%
Worst month
-21.92%
Beta vs VTSAX
1.38
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.