Average annual returns
Through 20251 year
8.58%
3 year
12.33%
5 year
8.78%
10 year
8.18%
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.)
12.52%
Sharpe
1.00
Sortino
1.78
Max drawdown
-22.10%
Best month
10.41%
Worst month
-13.82%
Beta vs VTSAX
0.95
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.