Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-14.03%
3 year
-2.42%
5 year
1.04%
10 year
4.03%
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 Feb. 28, 2026Volatility (ann.)
15.30%
Sharpe
-2.18
Sortino
-1.89
Max drawdown
-97.22%
Best month
7.64%
Worst month
-14.08%
Beta vs VTSAX
0.33
Correlation
0.26
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.