Average annual returns
Through 20251 year
10.17%
3 year
13.03%
5 year
8.80%
10 year
10.39%
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 Feb. 28, 2026Volatility (ann.)
18.59%
Sharpe
-1.57
Sortino
-1.50
Max drawdown
-96.76%
Best month
8.72%
Worst month
-27.60%
Beta vs VTSAX
1.03
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.