Average annual returns
Through 20251 year
18.75%
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
26 months through Feb. 28, 2026Volatility (ann.)
9.98%
Sharpe
1.96
Sortino
3.83
Max drawdown
-5.46%
Best month
5.90%
Worst month
-5.16%
Beta vs VTSAX
0.58
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.