Average annual returns
Through 20241 year
6.03%
3 year
-5.47%
5 year
1.73%
10 year
3.46%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through Oct. 31, 2025Volatility (ann.)
17.76%
Sharpe
-2.17
Sortino
-1.80
Max drawdown
-97.87%
Best month
5.96%
Worst month
-22.66%
Beta vs VTSAX
1.00
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.