Average annual returns
Through 20251 year
14.27%
3 year
26.09%
5 year
13.14%
10 year
16.94%
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.)
15.70%
Sharpe
-1.45
Sortino
-1.49
Max drawdown
-95.28%
Best month
8.32%
Worst month
-16.08%
Beta vs VTSAX
0.98
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.