Average annual returns
Through 20251 year
11.51%
3 year
14.36%
5 year
9.68%
10 year
10.19%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
18.85%
Sharpe
-1.43
Sortino
-1.42
Max drawdown
-97.13%
Best month
7.68%
Worst month
-25.63%
Beta vs VTSAX
1.03
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.