Average annual returns
Through 20251 year
20.03%
3 year
12.99%
5 year
6.31%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Feb. 28, 2026Volatility (ann.)
8.53%
Sharpe
1.63
Sortino
3.32
Max drawdown
-17.65%
Best month
9.11%
Worst month
-7.83%
Beta vs VTSAX
0.37
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.