Average annual returns
Through 20251 year
14.18%
3 year
11.25%
5 year
6.71%
10 year
7.63%
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.)
7.55%
Sharpe
1.78
Sortino
3.67
Max drawdown
-17.04%
Best month
7.60%
Worst month
-7.63%
Beta vs VTSAX
0.55
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.