Average annual returns
Through 20251 year
16.54%
3 year
20.54%
5 year
6.73%
10 year
7.18%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Feb. 28, 2026Volatility (ann.)
12.62%
Sharpe
1.81
Sortino
3.83
Max drawdown
-43.50%
Best month
22.05%
Worst month
-43.50%
Beta vs VTSAX
0.86
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.