Average annual returns
Through 20251 year
12.71%
3 year
20.02%
5 year
9.11%
10 year
12.32%
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.)
18.39%
Sharpe
1.06
Sortino
2.07
Max drawdown
-32.13%
Best month
14.23%
Worst month
-14.44%
Beta vs VTSAX
1.33
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.