Average annual returns
Through 20251 year
11.08%
3 year
9.90%
5 year
10.52%
10 year
9.57%
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.)
14.40%
Sharpe
0.92
Sortino
1.55
Max drawdown
-32.27%
Best month
14.97%
Worst month
-21.54%
Beta vs VTSAX
0.78
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.