Average annual returns
Through 20251 year
14.60%
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.)
11.64%
Sharpe
1.80
Sortino
3.77
Max drawdown
-9.43%
Best month
8.29%
Worst month
-5.01%
Beta vs VTSAX
0.92
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.