Average annual returns
Through 20251 year
10.58%
3 year
6.31%
5 year
7.14%
10 year
7.83%
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.)
12.01%
Sharpe
0.83
Sortino
1.32
Max drawdown
-26.71%
Best month
13.60%
Worst month
-14.91%
Beta vs VTSAX
0.72
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.