Average annual returns
Through 20251 year
6.73%
3 year
14.30%
5 year
2.64%
10 year
8.12%
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.)
12.67%
Sharpe
-2.09
Sortino
-1.81
Max drawdown
-96.58%
Best month
4.14%
Worst month
-16.19%
Beta vs VTSAX
0.67
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.