Average annual returns
Through 20251 year
8.49%
3 year
26.09%
5 year
10.29%
10 year
14.11%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Feb. 28, 2026Volatility (ann.)
14.99%
Sharpe
1.38
Sortino
2.72
Max drawdown
-35.86%
Best month
13.81%
Worst month
-13.29%
Beta vs VTSAX
1.12
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.