Average annual returns
Through 20251 year
25.78%
3 year
-9.79%
5 year
-15.70%
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.)
30.03%
Sharpe
-0.38
Sortino
-0.51
Max drawdown
-74.23%
Best month
26.88%
Worst month
-22.13%
Beta vs VTSAX
1.57
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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