Average annual returns
Through 20251 year
13.27%
3 year
17.95%
5 year
3.35%
10 year
10.48%
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.)
21.19%
Sharpe
0.82
Sortino
1.39
Max drawdown
-40.18%
Best month
14.88%
Worst month
-15.58%
Beta vs VTSAX
1.50
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.