Average annual returns
Through 20251 year
10.46%
3 year
12.05%
5 year
9.87%
10 year
—
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.)
9.18%
Sharpe
1.60
Sortino
3.18
Max drawdown
-22.32%
Best month
10.36%
Worst month
-15.03%
Beta vs VTSAX
0.55
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.