Average annual returns
Through 20251 year
4.24%
3 year
10.32%
5 year
8.29%
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
72 months through Feb. 28, 2026Volatility (ann.)
19.27%
Sharpe
0.52
Sortino
0.95
Max drawdown
-21.66%
Best month
19.58%
Worst month
-21.66%
Beta vs VTSAX
1.25
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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