Average annual returns
Through 20251 year
5.98%
3 year
12.54%
5 year
20.06%
10 year
5.47%
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.)
14.91%
Sharpe
-2.77
Sortino
-2.03
Max drawdown
-95.36%
Best month
10.63%
Worst month
-18.86%
Beta vs VTSAX
0.53
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.