Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.48%
3 year
16.45%
5 year
—
10 year
—
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
56 months through Feb. 28, 2026Volatility (ann.)
17.28%
Sharpe
-1.44
Sortino
-1.47
Max drawdown
-91.89%
Best month
8.42%
Worst month
-15.58%
Beta vs VTSAX
1.02
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.