Average annual returns
Through 20251 year
16.21%
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.)
12.24%
Sharpe
1.61
Sortino
3.32
Max drawdown
-9.75%
Best month
8.44%
Worst month
-6.60%
Beta vs VTSAX
0.95
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.