Average annual returns
Through 20251 year
4.57%
3 year
18.19%
5 year
4.56%
10 year
12.49%
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.)
14.32%
Sharpe
0.92
Sortino
1.69
Max drawdown
-35.19%
Best month
14.80%
Worst month
-13.90%
Beta vs VTSAX
1.10
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.