Average annual returns
Through 20251 year
6.78%
3 year
13.67%
5 year
1.23%
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.)
17.16%
Sharpe
0.52
Sortino
0.95
Max drawdown
-38.71%
Best month
16.79%
Worst month
-13.19%
Beta vs VTSAX
1.24
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.