Average annual returns
Through 20251 year
10.50%
3 year
13.35%
5 year
9.10%
10 year
10.65%
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.)
16.15%
Sharpe
0.86
Sortino
1.58
Max drawdown
-31.68%
Best month
15.41%
Worst month
-23.16%
Beta vs VTSAX
1.13
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.