Average annual returns
Through 20251 year
8.40%
3 year
12.65%
5 year
12.09%
10 year
11.00%
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.)
17.39%
Sharpe
0.86
Sortino
1.55
Max drawdown
-34.91%
Best month
15.74%
Worst month
-24.63%
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.