Average annual returns
Through 20251 year
31.37%
3 year
28.20%
5 year
10.75%
10 year
14.10%
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.)
13.20%
Sharpe
2.05
Sortino
4.30
Max drawdown
-34.61%
Best month
11.85%
Worst month
-12.54%
Beta vs VTSAX
1.01
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.