Average annual returns
Through 20251 year
12.71%
3 year
16.26%
5 year
13.38%
10 year
9.41%
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.)
19.67%
Sharpe
-1.53
Sortino
-1.48
Max drawdown
-96.88%
Best month
7.34%
Worst month
-26.18%
Beta vs VTSAX
1.12
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.