Average annual returns
Through 20251 year
3.14%
3 year
5.03%
5 year
3.31%
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
63 months through Feb. 28, 2026Volatility (ann.)
16.14%
Sharpe
0.38
Sortino
0.58
Max drawdown
-33.34%
Best month
11.90%
Worst month
-12.96%
Beta vs VTSAX
1.05
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.