Average annual returns
Through 20251 year
16.48%
3 year
15.19%
5 year
9.28%
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.)
8.02%
Sharpe
1.91
Sortino
4.03
Max drawdown
-20.22%
Best month
7.98%
Worst month
-9.28%
Beta vs VTSAX
0.64
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.