Average annual returns
Through 20251 year
-1.30%
3 year
4.49%
5 year
4.41%
10 year
6.06%
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.)
15.30%
Sharpe
0.43
Sortino
0.76
Max drawdown
-20.73%
Best month
13.99%
Worst month
-17.52%
Beta vs VTSAX
0.74
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.