Average annual returns
Through 20251 year
2.54%
3 year
9.46%
5 year
8.24%
10 year
8.11%
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.)
18.19%
Sharpe
0.55
Sortino
0.97
Max drawdown
-36.61%
Best month
16.23%
Worst month
-25.28%
Beta vs VTSAX
1.21
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.