Average annual returns
Through 20251 year
4.61%
3 year
24.75%
5 year
33.07%
10 year
9.55%
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.)
18.52%
Sharpe
1.64
Sortino
3.53
Max drawdown
-70.01%
Best month
61.49%
Worst month
-60.14%
Beta vs VTSAX
0.64
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.