Average annual returns
Through 20251 year
5.19%
3 year
8.87%
5 year
3.72%
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.)
7.05%
Sharpe
0.95
Sortino
1.87
Max drawdown
-18.79%
Best month
8.65%
Worst month
-7.04%
Beta vs VTSAX
0.45
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.