Average annual returns
Through 20251 year
8.33%
3 year
12.55%
5 year
11.98%
10 year
10.88%
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.)
17.38%
Sharpe
0.85
Sortino
1.54
Max drawdown
-34.94%
Best month
15.72%
Worst month
-24.65%
Beta vs VTSAX
1.11
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.