Average annual returns
Through 20251 year
14.68%
3 year
13.16%
5 year
13.81%
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.)
17.58%
Sharpe
0.75
Sortino
1.39
Max drawdown
-39.19%
Best month
18.51%
Worst month
-26.29%
Beta vs VTSAX
1.04
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.