Average annual returns
Through 20251 year
3.58%
3 year
3.10%
5 year
-10.06%
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.)
20.32%
Sharpe
-0.01
Sortino
-0.02
Max drawdown
-57.08%
Best month
23.08%
Worst month
-14.62%
Beta vs VTSAX
-0.07
Correlation
-0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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