Average annual returns
Through 20251 year
41.65%
3 year
31.33%
5 year
5.95%
10 year
12.86%
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.)
30.37%
Sharpe
0.41
Sortino
0.72
Max drawdown
-66.63%
Best month
26.05%
Worst month
-27.75%
Beta vs VTSAX
1.89
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.