Average annual returns
Through 20251 year
7.05%
3 year
19.49%
5 year
15.47%
10 year
11.34%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Feb. 28, 2026Volatility (ann.)
11.87%
Sharpe
1.38
Sortino
3.04
Max drawdown
-21.58%
Best month
14.87%
Worst month
-21.58%
Beta vs VTSAX
0.75
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.