Average annual returns
Through 20251 year
17.84%
3 year
19.33%
5 year
12.79%
10 year
10.58%
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.)
16.29%
Sharpe
1.00
Sortino
1.95
Max drawdown
-26.09%
Best month
17.63%
Worst month
-13.52%
Beta vs VTSAX
1.10
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.