Average annual returns
Through 20251 year
9.34%
3 year
8.67%
5 year
10.25%
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
70 months through Feb. 28, 2026Volatility (ann.)
7.01%
Sharpe
1.85
Sortino
4.68
Max drawdown
-7.03%
Best month
10.96%
Worst month
-6.99%
Beta vs VTSAX
0.03
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.