Average annual returns
Through 20251 year
18.91%
3 year
14.93%
5 year
14.20%
10 year
11.28%
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.)
15.06%
Sharpe
1.11
Sortino
2.03
Max drawdown
-37.96%
Best month
19.77%
Worst month
-24.66%
Beta vs VTSAX
0.78
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.