Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.13%
3 year
-7.64%
5 year
-20.98%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
14.32%
Sharpe
-0.49
Sortino
-0.62
Max drawdown
-77.92%
Best month
10.81%
Worst month
-14.06%
Beta vs VTSAX
1.02
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.