Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.46%
3 year
35.32%
5 year
12.01%
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
78 months through Feb. 28, 2026Volatility (ann.)
17.64%
Sharpe
-0.89
Sortino
-1.08
Max drawdown
-95.93%
Best month
10.48%
Worst month
-19.13%
Beta vs VTSAX
0.97
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.