Average annual returns
Through 20251 year
22.85%
3 year
17.67%
5 year
12.76%
10 year
10.93%
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.)
9.58%
Sharpe
-3.82
Sortino
-2.30
Max drawdown
-96.13%
Best month
5.52%
Worst month
-17.63%
Beta vs VTSAX
0.59
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.