Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-10.11%
3 year
-25.66%
5 year
-27.74%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
13.29%
Sharpe
-1.48
Sortino
-1.53
Max drawdown
-87.02%
Best month
7.61%
Worst month
-12.04%
Beta vs VTSAX
0.36
Correlation
0.33
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.