Average annual returns
Through 20251 year
18.12%
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
30 months through Feb. 28, 2026Volatility (ann.)
16.08%
Sharpe
1.14
Sortino
2.08
Max drawdown
-12.86%
Best month
11.99%
Worst month
-7.99%
Beta vs VTSAX
1.22
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.