Average annual returns
Through 20251 year
23.85%
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
36 months through Feb. 28, 2026Volatility (ann.)
11.75%
Sharpe
1.72
Sortino
3.54
Max drawdown
-8.56%
Best month
8.90%
Worst month
-5.74%
Beta vs VTSAX
0.96
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.