Average annual returns
Through 20251 year
8.87%
3 year
7.95%
5 year
2.36%
10 year
4.32%
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.)
5.52%
Sharpe
1.45
Sortino
3.21
Max drawdown
-17.61%
Best month
5.84%
Worst month
-10.53%
Beta vs VTSAX
0.34
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.