Average annual returns
Through 20251 year
27.10%
3 year
21.89%
5 year
14.34%
10 year
13.94%
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.)
14.11%
Sharpe
1.45
Sortino
2.84
Max drawdown
-29.90%
Best month
17.43%
Worst month
-19.47%
Beta vs VTSAX
1.07
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.