Average annual returns
Through 20251 year
0.60%
3 year
10.80%
5 year
7.25%
10 year
6.61%
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.)
17.60%
Sharpe
0.57
Sortino
1.03
Max drawdown
-37.70%
Best month
17.89%
Worst month
-27.27%
Beta vs VTSAX
1.17
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.