Average annual returns
Through 20251 year
14.04%
3 year
18.02%
5 year
11.22%
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.)
11.65%
Sharpe
1.43
Sortino
2.81
Max drawdown
-18.18%
Best month
12.25%
Worst month
-14.33%
Beta vs VTSAX
-0.13
Correlation
-0.14
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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