Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.43%
3 year
3.04%
5 year
1.12%
10 year
6.94%
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
78 months through Jan. 31, 2026Volatility (ann.)
17.14%
Sharpe
-2.05
Sortino
-1.81
Max drawdown
-97.46%
Best month
8.22%
Worst month
-18.44%
Beta vs VTSAX
0.70
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.