Average annual returns
Through 20251 year
12.86%
3 year
21.04%
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
51 months through Feb. 28, 2026Volatility (ann.)
12.96%
Sharpe
1.32
Sortino
2.79
Max drawdown
-27.35%
Best month
12.04%
Worst month
-10.61%
Beta vs VTSAX
1.00
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.