Average annual returns
Through 20251 year
5.06%
3 year
8.74%
5 year
12.24%
10 year
10.89%
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.)
16.15%
Sharpe
0.70
Sortino
1.20
Max drawdown
-32.02%
Best month
15.94%
Worst month
-21.06%
Beta vs VTSAX
0.95
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.