Average annual returns
Through 20251 year
13.48%
3 year
17.20%
5 year
15.40%
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.)
12.96%
Sharpe
1.69
Sortino
3.63
Max drawdown
-23.16%
Best month
13.69%
Worst month
-23.16%
Beta vs VTSAX
-0.03
Correlation
-0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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