Average annual returns
Through 20251 year
15.92%
3 year
13.02%
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.)
16.39%
Sharpe
0.73
Sortino
1.26
Max drawdown
-22.09%
Best month
11.35%
Worst month
-14.73%
Beta vs VTSAX
1.02
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.