Average annual returns
Through 20251 year
3.46%
3 year
7.33%
5 year
8.34%
10 year
9.17%
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.)
12.01%
Sharpe
0.85
Sortino
1.44
Max drawdown
-28.51%
Best month
11.45%
Worst month
-16.13%
Beta vs VTSAX
0.59
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.