Average annual returns
Through 20251 year
13.99%
3 year
12.74%
5 year
11.66%
10 year
10.43%
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.)
11.37%
Sharpe
1.29
Sortino
2.35
Max drawdown
-26.76%
Best month
14.53%
Worst month
-16.57%
Beta vs VTSAX
0.64
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.