Average annual returns
Through 20251 year
1.09%
3 year
6.49%
5 year
4.21%
10 year
5.67%
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.)
18.35%
Sharpe
-1.63
Sortino
-1.64
Max drawdown
-73.73%
Best month
10.71%
Worst month
-15.67%
Beta vs VTSAX
0.96
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.