Average annual returns
Through 20251 year
7.93%
3 year
—
5 year
—
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
27 months through Feb. 28, 2026Volatility (ann.)
13.44%
Sharpe
0.92
Sortino
1.63
Max drawdown
-12.40%
Best month
8.83%
Worst month
-6.27%
Beta vs VTSAX
0.91
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.