Average annual returns
Through 20251 year
-0.95%
3 year
11.79%
5 year
3.70%
10 year
8.39%
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.)
17.45%
Sharpe
0.66
Sortino
1.28
Max drawdown
-38.98%
Best month
19.18%
Worst month
-23.83%
Beta vs VTSAX
1.07
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.