Average annual returns
Through 20251 year
2.16%
3 year
11.23%
5 year
9.03%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
47 months through Feb. 28, 2026Volatility (ann.)
13.38%
Sharpe
0.86
Sortino
1.63
Max drawdown
-12.93%
Best month
10.28%
Worst month
-8.38%
Beta vs VTSAX
0.88
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.