Average annual returns
Through 20251 year
13.65%
3 year
15.21%
5 year
12.21%
10 year
13.04%
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.)
13.40%
Sharpe
1.06
Sortino
1.88
Max drawdown
-21.54%
Best month
15.65%
Worst month
-12.82%
Beta vs VTSAX
1.04
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.