Average annual returns
Through 20251 year
15.37%
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
30 months through Feb. 28, 2026Volatility (ann.)
14.89%
Sharpe
1.43
Sortino
2.96
Max drawdown
-10.51%
Best month
10.83%
Worst month
-7.50%
Beta vs VTSAX
1.12
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.