Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.05%
3 year
15.43%
5 year
13.26%
10 year
11.54%
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.)
19.14%
Sharpe
-1.50
Sortino
-1.48
Max drawdown
-96.31%
Best month
10.84%
Worst month
-30.47%
Beta vs VTSAX
0.97
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.