Average annual returns
Through 20251 year
13.89%
3 year
12.32%
5 year
11.76%
10 year
9.44%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
36 months through Feb. 28, 2026Volatility (ann.)
18.88%
Sharpe
0.66
Sortino
1.26
Max drawdown
-15.40%
Best month
13.19%
Worst month
-6.51%
Beta vs VTSAX
0.87
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.