Average annual returns
Through 20251 year
13.05%
3 year
11.32%
5 year
8.16%
10 year
9.31%
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.)
9.50%
Sharpe
1.47
Sortino
2.70
Max drawdown
-17.10%
Best month
9.81%
Worst month
-11.30%
Beta vs VTSAX
0.63
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.