Average annual returns
Through 20251 year
22.72%
3 year
31.05%
5 year
15.20%
10 year
15.47%
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.)
15.16%
Sharpe
-1.36
Sortino
-1.43
Max drawdown
-96.34%
Best month
8.62%
Worst month
-17.89%
Beta vs VTSAX
0.86
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.