Average annual returns
Through 20251 year
11.40%
3 year
15.07%
5 year
6.46%
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
72 months through Feb. 28, 2026Volatility (ann.)
11.75%
Sharpe
1.21
Sortino
2.51
Max drawdown
-27.44%
Best month
9.55%
Worst month
-14.17%
Beta vs VTSAX
0.79
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.