Average annual returns
Through 20251 year
4.35%
3 year
20.94%
5 year
26.05%
10 year
9.18%
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.)
14.65%
Sharpe
1.69
Sortino
3.97
Max drawdown
-56.26%
Best month
44.49%
Worst month
-45.98%
Beta vs VTSAX
0.53
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.