Average annual returns
Through 20251 year
13.50%
3 year
21.64%
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
39 months through Feb. 28, 2026Volatility (ann.)
27.90%
Sharpe
1.00
Sortino
1.77
Max drawdown
-28.59%
Best month
17.40%
Worst month
-17.42%
Beta vs VTSAX
1.78
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.