Average annual returns
Through 20251 year
18.19%
3 year
17.29%
5 year
9.88%
10 year
10.19%
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.)
13.19%
Sharpe
1.50
Sortino
2.97
Max drawdown
-22.30%
Best month
13.98%
Worst month
-13.99%
Beta vs VTSAX
1.03
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.