Average annual returns
Through 20251 year
27.25%
3 year
77.52%
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.)
73.69%
Sharpe
0.70
Sortino
1.25
Max drawdown
-89.68%
Best month
63.86%
Worst month
-39.80%
Beta vs VTSAX
0.10
Correlation
0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.