Average annual returns
Through 20241 year
4.26%
3 year
19.71%
5 year
12.46%
10 year
4.39%
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.)
19.48%
Sharpe
0.76
Sortino
1.31
Max drawdown
-52.25%
Best month
28.51%
Worst month
-36.36%
Beta vs VTSAX
0.41
Correlation
0.26
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.