Average annual returns
Through 20251 year
20.10%
3 year
14.70%
5 year
10.77%
10 year
10.54%
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.)
17.77%
Sharpe
0.76
Sortino
1.40
Max drawdown
-37.76%
Best month
17.46%
Worst month
-26.59%
Beta vs VTSAX
1.23
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.