Average annual returns
Through 20251 year
4.53%
3 year
21.86%
5 year
4.89%
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.)
17.61%
Sharpe
0.85
Sortino
1.66
Max drawdown
-38.72%
Best month
17.82%
Worst month
-17.61%
Beta vs VTSAX
-0.21
Correlation
-0.14
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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