Average annual returns
Through 20251 year
15.25%
3 year
11.75%
5 year
11.32%
10 year
10.25%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
27 months through Feb. 28, 2026Volatility (ann.)
10.12%
Sharpe
1.92
Sortino
3.40
Max drawdown
-6.64%
Best month
4.79%
Worst month
-5.93%
Beta vs VTSAX
0.71
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.