Average annual returns
Through 20251 year
56.75%
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
25 months through Feb. 28, 2026Volatility (ann.)
32.55%
Sharpe
2.05
Sortino
4.39
Max drawdown
-13.27%
Best month
23.75%
Worst month
-11.52%
Beta vs VTSAX
-0.23
Correlation
-0.08
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.