Average annual returns
Through 20251 year
9.88%
3 year
16.62%
5 year
10.08%
10 year
14.32%
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.)
12.00%
Sharpe
1.21
Sortino
2.35
Max drawdown
-26.22%
Best month
12.08%
Worst month
-11.39%
Beta vs VTSAX
0.95
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.