Average annual returns
Through 20251 year
7.73%
3 year
17.37%
5 year
23.95%
10 year
10.54%
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.)
13.01%
Sharpe
1.61
Sortino
3.60
Max drawdown
-61.90%
Best month
60.83%
Worst month
-49.47%
Beta vs VTSAX
0.45
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.