Average annual returns
Through 20251 year
4.58%
3 year
17.07%
5 year
23.19%
10 year
7.18%
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.)
13.45%
Sharpe
1.57
Sortino
3.60
Max drawdown
-55.79%
Best month
37.69%
Worst month
-44.09%
Beta vs VTSAX
0.50
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.