Average annual returns
Through 20251 year
16.19%
3 year
18.25%
5 year
12.44%
10 year
13.12%
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.)
10.87%
Sharpe
1.79
Sortino
3.33
Max drawdown
-21.87%
Best month
11.26%
Worst month
-11.70%
Beta vs VTSAX
0.85
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.