Average annual returns
Through 20251 year
19.01%
3 year
-3.03%
5 year
-13.31%
10 year
—
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.)
27.85%
Sharpe
-0.04
Sortino
-0.07
Max drawdown
-67.72%
Best month
18.26%
Worst month
-18.32%
Beta vs VTSAX
0.23
Correlation
0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.