Average annual returns
Through 20251 year
-5.49%
3 year
16.00%
5 year
-7.52%
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.)
28.02%
Sharpe
0.21
Sortino
0.35
Max drawdown
-62.68%
Best month
19.37%
Worst month
-19.51%
Beta vs VTSAX
-0.16
Correlation
-0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.