Average annual returns
Through 20251 year
12.74%
3 year
11.01%
5 year
7.84%
10 year
9.00%
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.)
13.89%
Sharpe
-2.11
Sortino
-1.83
Max drawdown
-96.94%
Best month
5.36%
Worst month
-16.47%
Beta vs VTSAX
0.55
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.