Average annual returns
Through 20251 year
4.72%
3 year
6.22%
5 year
1.22%
10 year
8.70%
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.)
14.16%
Sharpe
0.47
Sortino
0.78
Max drawdown
-30.15%
Best month
12.46%
Worst month
-11.39%
Beta vs VTSAX
1.04
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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