Average annual returns
Through 20251 year
28.88%
3 year
20.61%
5 year
8.07%
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
64 months through Feb. 28, 2026Volatility (ann.)
19.83%
Sharpe
1.40
Sortino
3.03
Max drawdown
-33.87%
Best month
16.75%
Worst month
-16.01%
Beta vs VTSAX
-0.30
Correlation
-0.18
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.