Average annual returns
Through 20251 year
5.03%
3 year
3.94%
5 year
-1.07%
10 year
0.85%
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.)
5.58%
Sharpe
0.76
Sortino
1.38
Max drawdown
-18.81%
Best month
5.10%
Worst month
-4.54%
Beta vs VTSAX
0.29
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.