Average annual returns
Through 20251 year
7.22%
3 year
4.96%
5 year
9.89%
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
63 months through Feb. 28, 2026Volatility (ann.)
13.24%
Sharpe
0.55
Sortino
0.87
Max drawdown
-15.25%
Best month
10.41%
Worst month
-8.45%
Beta vs VTSAX
0.72
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.