Average annual returns
Through 20251 year
20.75%
3 year
11.69%
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
42 months through Jan. 31, 2026Volatility (ann.)
14.44%
Sharpe
-2.22
Sortino
-1.87
Max drawdown
-82.71%
Best month
4.77%
Worst month
-16.64%
Beta vs VTSAX
0.55
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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