Average annual returns
Through 20251 year
11.94%
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
27 months through Feb. 28, 2026Volatility (ann.)
15.22%
Sharpe
1.17
Sortino
2.15
Max drawdown
-15.78%
Best month
9.50%
Worst month
-7.47%
Beta vs VTSAX
1.10
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.