Average annual returns
Through 20251 year
8.01%
3 year
12.24%
5 year
11.67%
10 year
10.57%
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.)
20.06%
Sharpe
-1.43
Sortino
-1.43
Max drawdown
-96.51%
Best month
9.04%
Worst month
-29.02%
Beta vs VTSAX
1.01
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.