Average annual returns
Through 20251 year
5.15%
3 year
20.14%
5 year
24.06%
10 year
11.86%
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.)
15.26%
Sharpe
1.79
Sortino
4.07
Max drawdown
-40.32%
Best month
32.85%
Worst month
-40.10%
Beta vs VTSAX
-0.05
Correlation
-0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.