Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.33%
3 year
9.07%
5 year
9.65%
10 year
9.55%
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.)
19.82%
Sharpe
-1.61
Sortino
-1.53
Max drawdown
-96.73%
Best month
11.16%
Worst month
-31.05%
Beta vs VTSAX
1.06
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.