Average annual returns
Through 20251 year
13.60%
3 year
11.35%
5 year
3.31%
10 year
9.81%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
56 months through Feb. 28, 2026Volatility (ann.)
14.91%
Sharpe
0.82
Sortino
1.40
Max drawdown
-29.98%
Best month
12.05%
Worst month
-10.09%
Beta vs VTSAX
1.00
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.