Average annual returns
Through 20251 year
15.99%
3 year
22.79%
5 year
11.22%
10 year
13.99%
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.)
13.56%
Sharpe
1.53
Sortino
3.02
Max drawdown
-29.23%
Best month
12.94%
Worst month
-9.53%
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.