Average annual returns
Through 20251 year
13.75%
3 year
16.55%
5 year
11.71%
10 year
11.60%
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.)
15.89%
Sharpe
1.03
Sortino
2.02
Max drawdown
-26.90%
Best month
14.58%
Worst month
-16.96%
Beta vs VTSAX
1.10
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.