Average annual returns
Through 20251 year
23.81%
3 year
20.10%
5 year
10.96%
10 year
7.74%
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 Jan. 31, 2026Volatility (ann.)
11.23%
Sharpe
-3.13
Sortino
-2.15
Max drawdown
-96.40%
Best month
4.87%
Worst month
-23.89%
Beta vs VTSAX
0.78
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.