Average annual returns
Through 20251 year
54.24%
3 year
20.23%
5 year
0.67%
10 year
5.74%
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.)
27.90%
Sharpe
0.75
Sortino
1.42
Max drawdown
-56.25%
Best month
25.11%
Worst month
-17.48%
Beta vs VTSAX
1.22
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.