Average annual returns
Through 20251 year
-1.00%
3 year
-5.71%
5 year
-12.67%
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
67 months through Feb. 28, 2026Volatility (ann.)
23.50%
Sharpe
-0.37
Sortino
-0.50
Max drawdown
-58.23%
Best month
13.52%
Worst month
-14.24%
Beta vs VTSAX
-0.14
Correlation
-0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.