Average annual returns
Through 20251 year
5.93%
3 year
13.75%
5 year
21.21%
10 year
6.12%
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.)
12.89%
Sharpe
1.31
Sortino
2.70
Max drawdown
-53.83%
Best month
47.85%
Worst month
-47.95%
Beta vs VTSAX
0.06
Correlation
0.06
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.