Average annual returns
Through 20251 year
20.99%
3 year
31.51%
5 year
13.59%
10 year
17.74%
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.)
15.27%
Sharpe
1.74
Sortino
3.67
Max drawdown
-32.08%
Best month
15.49%
Worst month
-13.19%
Beta vs VTSAX
1.15
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.