Average annual returns
Through 20251 year
16.30%
3 year
11.54%
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
39 months through Feb. 28, 2026Volatility (ann.)
12.57%
Sharpe
1.24
Sortino
2.30
Max drawdown
-9.86%
Best month
7.92%
Worst month
-7.73%
Beta vs VTSAX
0.82
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.