Average annual returns
Through 20251 year
10.78%
3 year
13.70%
5 year
8.63%
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
78 months through Feb. 28, 2026Volatility (ann.)
4.74%
Sharpe
2.78
Sortino
7.23
Max drawdown
-12.97%
Best month
5.79%
Worst month
-6.15%
Beta vs VTSAX
0.38
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.