Average annual returns
Through 20251 year
17.56%
3 year
25.16%
5 year
8.99%
10 year
—
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.)
16.99%
Sharpe
1.11
Sortino
2.19
Max drawdown
-35.12%
Best month
15.12%
Worst month
-12.50%
Beta vs VTSAX
1.24
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.