Average annual returns
Through 20251 year
32.04%
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
36 months through Feb. 28, 2026Volatility (ann.)
20.51%
Sharpe
1.64
Sortino
3.22
Max drawdown
-17.05%
Best month
14.32%
Worst month
-11.17%
Beta vs VTSAX
1.45
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.