Average annual returns
Through 20251 year
16.28%
3 year
17.83%
5 year
13.45%
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
78 months through Feb. 28, 2026Volatility (ann.)
11.72%
Sharpe
1.46
Sortino
3.10
Max drawdown
-22.17%
Best month
12.12%
Worst month
-13.94%
Beta vs VTSAX
0.92
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.