Average annual returns
Through 20251 year
17.57%
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
24 months through Feb. 28, 2026Volatility (ann.)
11.78%
Sharpe
1.30
Sortino
2.28
Max drawdown
-8.35%
Best month
7.31%
Worst month
-5.21%
Beta vs VTSAX
0.97
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.