Average annual returns
Through 20251 year
14.66%
3 year
29.32%
5 year
-0.58%
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
47 months through Feb. 28, 2026Volatility (ann.)
22.60%
Sharpe
0.76
Sortino
1.35
Max drawdown
-35.42%
Best month
15.07%
Worst month
-17.31%
Beta vs VTSAX
1.34
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.