Average annual returns
Through 20251 year
12.19%
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
31 months through Feb. 28, 2026Volatility (ann.)
15.81%
Sharpe
1.41
Sortino
2.67
Max drawdown
-15.93%
Best month
10.33%
Worst month
-7.73%
Beta vs VTSAX
1.06
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.