Average annual returns
Through 20251 year
4.56%
3 year
8.36%
5 year
7.76%
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.)
15.75%
Sharpe
0.52
Sortino
1.01
Max drawdown
-21.50%
Best month
14.64%
Worst month
-10.27%
Beta vs VTSAX
0.19
Correlation
0.14
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.