Average annual returns
Through 20251 year
3.05%
3 year
13.97%
5 year
1.50%
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
72 months through Feb. 28, 2026Volatility (ann.)
11.25%
Sharpe
1.16
Sortino
2.34
Max drawdown
-38.09%
Best month
11.05%
Worst month
-10.19%
Beta vs VTSAX
0.71
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.