Average annual returns
Through 20251 year
-0.68%
3 year
6.66%
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
60 months through Feb. 28, 2026Volatility (ann.)
15.58%
Sharpe
0.55
Sortino
0.96
Max drawdown
-26.41%
Best month
10.95%
Worst month
-11.84%
Beta vs VTSAX
0.88
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.