Average annual returns
Through 20251 year
3.02%
3 year
6.28%
5 year
8.95%
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
78 months through Feb. 28, 2026Volatility (ann.)
12.34%
Sharpe
0.82
Sortino
1.37
Max drawdown
-18.62%
Best month
14.40%
Worst month
-18.55%
Beta vs VTSAX
0.09
Correlation
0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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