Average annual returns
Through 20251 year
4.28%
3 year
16.69%
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
57 months through Feb. 28, 2026Volatility (ann.)
12.69%
Sharpe
1.16
Sortino
2.26
Max drawdown
-30.24%
Best month
10.06%
Worst month
-10.56%
Beta vs VTSAX
-0.16
Correlation
-0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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