Average annual returns
Through 20251 year
12.93%
3 year
14.11%
5 year
7.45%
10 year
8.34%
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.)
8.58%
Sharpe
1.57
Sortino
3.02
Max drawdown
-21.44%
Best month
8.29%
Worst month
-11.08%
Beta vs VTSAX
0.69
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.