Average annual returns
Through 20251 year
1.22%
3 year
5.63%
5 year
5.53%
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.)
10.69%
Sharpe
0.76
Sortino
1.36
Max drawdown
-19.04%
Best month
9.71%
Worst month
-8.19%
Beta vs VTSAX
0.08
Correlation
0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.