Average annual returns
Through 20251 year
17.55%
3 year
19.87%
5 year
12.33%
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.)
17.91%
Sharpe
1.27
Sortino
2.42
Max drawdown
-21.87%
Best month
14.54%
Worst month
-15.78%
Beta vs VTSAX
1.37
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.