Average annual returns
Through 20251 year
6.69%
3 year
11.26%
5 year
9.28%
10 year
7.56%
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.)
8.12%
Sharpe
1.42
Sortino
3.00
Max drawdown
-10.87%
Best month
9.68%
Worst month
-9.08%
Beta vs VTSAX
0.31
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.