Average annual returns
Through 20251 year
22.16%
3 year
34.98%
5 year
11.03%
10 year
19.88%
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.)
18.75%
Sharpe
-1.04
Sortino
-1.18
Max drawdown
-95.38%
Best month
12.12%
Worst month
-20.71%
Beta vs VTSAX
1.20
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.