Average annual returns
Through 20251 year
15.63%
3 year
16.60%
5 year
13.18%
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
70 months through Feb. 28, 2026Volatility (ann.)
9.68%
Sharpe
2.12
Sortino
4.58
Max drawdown
-13.41%
Best month
11.60%
Worst month
-7.61%
Beta vs VTSAX
-0.02
Correlation
-0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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