Average annual returns
Through 20251 year
7.66%
3 year
-9.01%
5 year
—
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
55 months through Feb. 28, 2026Volatility (ann.)
19.28%
Sharpe
-0.29
Sortino
-0.38
Max drawdown
-56.75%
Best month
17.67%
Worst month
-14.86%
Beta vs VTSAX
0.03
Correlation
0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.