Average annual returns
Through 20251 year
10.69%
3 year
9.50%
5 year
5.74%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
69 months through Feb. 28, 2026Volatility (ann.)
11.21%
Sharpe
1.00
Sortino
1.90
Max drawdown
-19.98%
Best month
7.15%
Worst month
-9.36%
Beta vs VTSAX
0.82
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.