Average annual returns
Through 20251 year
10.98%
3 year
10.89%
5 year
8.15%
10 year
6.68%
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.)
7.62%
Sharpe
1.48
Sortino
2.85
Max drawdown
-33.39%
Best month
16.62%
Worst month
-33.39%
Beta vs VTSAX
-0.02
Correlation
-0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.