Average annual returns
Through 20251 year
7.09%
3 year
5.25%
5 year
2.03%
10 year
3.13%
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.)
12.29%
Sharpe
0.54
Sortino
0.91
Max drawdown
-24.16%
Best month
8.77%
Worst month
-19.14%
Beta vs VTSAX
0.63
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.