Average annual returns
Through 20251 year
6.59%
3 year
9.12%
5 year
3.74%
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
78 months through Feb. 28, 2026Volatility (ann.)
19.35%
Sharpe
0.46
Sortino
0.78
Max drawdown
-30.17%
Best month
16.38%
Worst month
-15.78%
Beta vs VTSAX
-0.39
Correlation
-0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.