Average annual returns
Through 20251 year
17.36%
3 year
17.11%
5 year
14.53%
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
78 months through Feb. 28, 2026Volatility (ann.)
15.19%
Sharpe
1.22
Sortino
2.49
Max drawdown
-29.97%
Best month
13.96%
Worst month
-19.12%
Beta vs VTSAX
1.02
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.