Average annual returns
Through 20251 year
6.10%
3 year
5.93%
5 year
8.46%
10 year
6.90%
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.)
30.32%
Sharpe
0.36
Sortino
0.60
Max drawdown
-40.30%
Best month
18.71%
Worst month
-27.19%
Beta vs VTSAX
1.32
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.