Average annual returns
Through 20251 year
19.23%
3 year
22.60%
5 year
18.46%
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.)
20.47%
Sharpe
1.20
Sortino
2.36
Max drawdown
-20.63%
Best month
16.06%
Worst month
-20.63%
Beta vs VTSAX
-0.01
Correlation
0.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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