Average annual returns
Through 20251 year
-0.24%
3 year
6.05%
5 year
6.04%
10 year
7.09%
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.)
19.58%
Sharpe
0.38
Sortino
0.67
Max drawdown
-37.58%
Best month
17.87%
Worst month
-26.00%
Beta vs VTSAX
1.19
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.