Average annual returns
Through 20251 year
20.45%
3 year
24.27%
5 year
14.95%
10 year
15.45%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
45 months through March 31, 2026Volatility (ann.)
12.56%
Sharpe
-3.31
Sortino
-2.16
Max drawdown
-86.95%
Best month
4.20%
Worst month
-13.65%
Beta vs VTSAX
0.94
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.