Average annual returns
Through 20251 year
11.81%
3 year
10.84%
5 year
5.52%
10 year
6.21%
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.)
6.96%
Sharpe
1.62
Sortino
3.32
Max drawdown
-17.13%
Best month
6.83%
Worst month
-10.16%
Beta vs VTSAX
0.53
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.