Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-46.69%
3 year
-15.45%
5 year
-8.85%
10 year
-0.96%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
57 months through Feb. 28, 2026Volatility (ann.)
8.49%
Sharpe
-5.51
Sortino
-2.40
Max drawdown
-86.31%
Best month
4.08%
Worst month
-10.88%
Beta vs VTSAX
0.56
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.