Average annual returns
Through 20251 year
19.86%
3 year
26.73%
5 year
16.30%
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.)
13.53%
Sharpe
1.82
Sortino
3.80
Max drawdown
-26.90%
Best month
13.63%
Worst month
-9.50%
Beta vs VTSAX
1.03
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.