Average annual returns
Through 20251 year
16.82%
3 year
19.87%
5 year
12.48%
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.)
11.35%
Sharpe
1.82
Sortino
3.67
Max drawdown
-25.22%
Best month
13.37%
Worst month
-16.72%
Beta vs VTSAX
0.91
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.