Average annual returns
Through 20251 year
4.32%
3 year
9.26%
5 year
6.10%
10 year
9.00%
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.)
18.52%
Sharpe
0.47
Sortino
0.82
Max drawdown
-27.69%
Best month
16.55%
Worst month
-18.88%
Beta vs VTSAX
1.27
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.