Average annual returns
Through 20251 year
9.60%
3 year
16.60%
5 year
-1.94%
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
72 months through Feb. 28, 2026Volatility (ann.)
25.93%
Sharpe
0.36
Sortino
0.58
Max drawdown
-55.61%
Best month
24.76%
Worst month
-19.50%
Beta vs VTSAX
1.81
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.