Average annual returns
Through 20251 year
10.31%
3 year
13.50%
5 year
10.42%
10 year
11.01%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
47 months through Feb. 28, 2026Volatility (ann.)
10.10%
Sharpe
1.52
Sortino
2.75
Max drawdown
-15.02%
Best month
8.95%
Worst month
-7.53%
Beta vs VTSAX
0.71
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.