Average annual returns
Through 20251 year
13.26%
3 year
12.43%
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
58 months through Feb. 28, 2026Volatility (ann.)
14.56%
Sharpe
0.99
Sortino
1.83
Max drawdown
-23.72%
Best month
10.79%
Worst month
-11.05%
Beta vs VTSAX
-0.10
Correlation
-0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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