Average annual returns
Through 20251 year
12.60%
3 year
12.35%
5 year
5.68%
10 year
8.55%
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.)
11.30%
Sharpe
0.88
Sortino
1.53
Max drawdown
-25.79%
Best month
13.05%
Worst month
-16.74%
Beta vs VTSAX
0.83
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.