Average annual returns
Through 20251 year
2.13%
3 year
1.75%
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
39 months through Feb. 28, 2026Volatility (ann.)
4.91%
Sharpe
0.38
Sortino
0.58
Max drawdown
-5.45%
Best month
3.17%
Worst month
-3.38%
Beta vs VTSAX
0.28
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.