Average annual returns
Through 20251 year
11.37%
3 year
10.11%
5 year
4.23%
10 year
6.12%
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.)
6.29%
Sharpe
1.69
Sortino
3.31
Max drawdown
-17.50%
Best month
7.32%
Worst month
-10.81%
Beta vs VTSAX
0.46
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.