Average annual returns
Through 20251 year
18.06%
3 year
25.05%
5 year
15.33%
10 year
14.13%
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.)
12.17%
Sharpe
1.90
Sortino
4.07
Max drawdown
-25.62%
Best month
12.55%
Worst month
-14.22%
Beta vs VTSAX
0.99
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.