Average annual returns
Through 20251 year
2.67%
3 year
7.66%
5 year
5.42%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Feb. 28, 2026Volatility (ann.)
15.76%
Sharpe
0.55
Sortino
0.94
Max drawdown
-20.67%
Best month
10.88%
Worst month
-17.24%
Beta vs VTSAX
1.03
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.