Average annual returns
Through 20251 year
13.29%
3 year
21.49%
5 year
11.88%
10 year
13.67%
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.)
12.27%
Sharpe
1.64
Sortino
3.28
Max drawdown
-26.50%
Best month
13.49%
Worst month
-9.21%
Beta vs VTSAX
0.99
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.