Average annual returns
Through 20251 year
2.74%
3 year
18.53%
5 year
26.24%
10 year
8.31%
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.)
14.51%
Sharpe
1.57
Sortino
3.32
Max drawdown
-54.76%
Best month
40.85%
Worst month
-42.03%
Beta vs VTSAX
0.51
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.