Average annual returns
Through 20251 year
14.47%
3 year
12.10%
5 year
9.41%
10 year
8.54%
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.)
12.58%
Sharpe
1.23
Sortino
2.34
Max drawdown
-25.17%
Best month
13.89%
Worst month
-15.53%
Beta vs VTSAX
0.84
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.