Average annual returns
Through 20251 year
17.46%
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
31 months through Feb. 28, 2026Volatility (ann.)
13.41%
Sharpe
1.10
Sortino
2.10
Max drawdown
-9.03%
Best month
8.01%
Worst month
-6.28%
Beta vs VTSAX
0.19
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.