Average annual returns
Through 20261 year
5.84%
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
72 months through Feb. 28, 2026Volatility (ann.)
11.21%
Sharpe
1.03
Sortino
2.04
Max drawdown
-29.19%
Best month
12.34%
Worst month
-14.75%
Beta vs VTSAX
0.77
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.