Average annual returns
Through 20251 year
12.23%
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.)
8.65%
Sharpe
1.98
Sortino
4.28
Max drawdown
-4.28%
Best month
7.43%
Worst month
-3.76%
Beta vs VTSAX
0.67
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.