Average annual returns
Through 20251 year
15.04%
3 year
15.39%
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
55 months through Feb. 28, 2026Volatility (ann.)
10.30%
Sharpe
1.64
Sortino
3.09
Max drawdown
-20.95%
Best month
8.22%
Worst month
-8.16%
Beta vs VTSAX
0.79
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.