Average annual returns
Through 20251 year
13.98%
3 year
14.76%
5 year
7.99%
10 year
6.87%
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.)
11.07%
Sharpe
1.46
Sortino
2.90
Max drawdown
-20.45%
Best month
11.09%
Worst month
-8.40%
Beta vs VTSAX
0.88
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.