Average annual returns
Through 20251 year
6.45%
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
27 months through Feb. 28, 2026Volatility (ann.)
10.95%
Sharpe
1.32
Sortino
2.38
Max drawdown
-9.63%
Best month
8.00%
Worst month
-6.34%
Beta vs VTSAX
0.76
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.