Average annual returns
Through 20251 year
13.14%
3 year
15.43%
5 year
12.20%
10 year
12.20%
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.)
11.05%
Sharpe
1.57
Sortino
3.06
Max drawdown
-22.29%
Best month
12.78%
Worst month
-14.10%
Beta vs VTSAX
0.81
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.