Average annual returns
Through 20251 year
13.04%
3 year
11.87%
5 year
8.53%
10 year
7.20%
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.)
8.72%
Sharpe
1.44
Sortino
2.74
Max drawdown
-19.78%
Best month
9.24%
Worst month
-13.15%
Beta vs VTSAX
0.66
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.