Average annual returns
Through 20251 year
13.34%
3 year
16.57%
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
40 months through Jan. 31, 2026Volatility (ann.)
13.03%
Sharpe
-2.27
Sortino
-1.91
Max drawdown
-75.29%
Best month
4.96%
Worst month
-10.89%
Beta vs VTSAX
0.71
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.