Average annual returns
Through 20251 year
19.71%
3 year
11.94%
5 year
5.87%
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
78 months through Feb. 28, 2026Volatility (ann.)
12.49%
Sharpe
1.16
Sortino
2.28
Max drawdown
-20.06%
Best month
11.41%
Worst month
-9.48%
Beta vs VTSAX
0.05
Correlation
0.05
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.