Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.56%
3 year
18.60%
5 year
11.69%
10 year
11.15%
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.)
20.79%
Sharpe
-1.18
Sortino
-1.28
Max drawdown
-96.66%
Best month
11.10%
Worst month
-25.83%
Beta vs VTSAX
1.27
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.