Average annual returns
Through 20251 year
32.04%
3 year
36.40%
5 year
13.64%
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.)
18.42%
Sharpe
1.68
Sortino
3.75
Max drawdown
-36.23%
Best month
14.30%
Worst month
-13.46%
Beta vs VTSAX
-0.28
Correlation
-0.18
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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