Average annual returns
Through 20251 year
0.99%
3 year
5.21%
5 year
3.30%
10 year
3.17%
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.)
17.84%
Sharpe
0.36
Sortino
0.60
Max drawdown
-34.27%
Best month
22.36%
Worst month
-27.43%
Beta vs VTSAX
0.91
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.