Average annual returns
Through 20251 year
15.61%
3 year
15.50%
5 year
12.72%
10 year
10.67%
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.)
14.91%
Sharpe
-2.02
Sortino
-1.76
Max drawdown
-96.74%
Best month
7.42%
Worst month
-23.18%
Beta vs VTSAX
0.78
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.