Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.21%
3 year
7.03%
5 year
7.92%
10 year
8.43%
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.)
20.46%
Sharpe
-1.62
Sortino
-1.55
Max drawdown
-96.94%
Best month
13.00%
Worst month
-27.36%
Beta vs VTSAX
1.09
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.