Average annual returns
Through 20251 year
12.85%
3 year
14.10%
5 year
9.13%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
63 months through Feb. 28, 2026Volatility (ann.)
7.29%
Sharpe
1.93
Sortino
3.96
Max drawdown
-13.64%
Best month
5.56%
Worst month
-5.20%
Beta vs VTSAX
0.59
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.